+73.2%
STX vs B
+24.4%
+48.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +4.2% | +5.6% | +8.1% |
| 7D | -14.8% | +11.3% | -26.1% | -18.6% |
| 30D | -35.4% | +2.9% | -38.3% | -36.1% |
| 3M | -37.7% | -2.9% | -34.8% | -37.6% |
| 6M | -35.2% | -1.2% | -34.0% | -36.4% |
| YTD | +84.4% | -1.3% | +85.7% | +78.1% |
| All | +73.2% | +24.4% | +48.8% | +44.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling