+3,343.4%
STX vs ALNY
+260.0%
+3,083.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.5% | -4.2% | -3.8% |
| 7D | -2.3% | -6.5% | +4.3% | -1.6% |
| 30D | -5.5% | +11.0% | -16.5% | -6.7% |
| 3M | -4.3% | -14.1% | +9.8% | -4.1% |
| 6M | +115.6% | -22.4% | +138.0% | +118.4% |
| YTD | +202.2% | -37.5% | +239.7% | +214.4% |
| 1Y | +325.3% | -46.9% | +372.2% | +351.4% |
| 3Y | +1,283.9% | +22.1% | +1,261.8% | +1,190.5% |
| 5Y | +1,048.3% | +31.2% | +1,017.1% | +932.1% |
| All | +3,343.4% | +260.0% | +3,083.4% | +2,530.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ALNY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling