+635.3%
STX vs B
+179.8%
+455.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.1% | +5.2% | +1.0% |
| 7D | -17.3% | +7.1% | -24.4% | -19.2% |
| 30D | -35.9% | -3.3% | -32.6% | -35.4% |
| 3M | -37.3% | -2.5% | -34.8% | -37.5% |
| 6M | -35.8% | -7.2% | -28.6% | -35.4% |
| YTD | +82.7% | -7.4% | +90.1% | +84.4% |
| 1Y | +71.6% | +16.4% | +55.2% | +64.1% |
| 3Y | +635.3% | +178.7% | +456.6% | +509.0% |
| All | +635.3% | +179.8% | +455.5% | +509.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling