+2,071.0%
STX vs B
+183.2%
+1,887.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +4.2% | +5.6% | +9.1% |
| 7D | -14.8% | +11.3% | -26.1% | -16.4% |
| 30D | -35.4% | +2.9% | -38.3% | -35.7% |
| 3M | -37.7% | -2.9% | -34.8% | -37.7% |
| 6M | -35.2% | -1.2% | -34.0% | -35.6% |
| YTD | +84.4% | -1.3% | +85.7% | +83.6% |
| 1Y | +82.3% | +30.4% | +51.8% | +75.2% |
| 3Y | +646.2% | +195.3% | +450.9% | +552.0% |
| 5Y | +487.4% | +146.2% | +341.2% | +414.5% |
| 10Y | +2,071.0% | +200.5% | +1,870.6% | +1,731.4% |
| All | +2,071.0% | +183.2% | +1,887.8% | +1,731.4% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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