+102.4%
STX vs BB
+99.6%
+2.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.7% | -2.4% |
| 7D | +14.6% | +1.8% | +12.8% | +14.2% |
| 30D | -26.0% | +8.1% | -34.1% | -27.1% |
| 3M | -42.6% | -1.0% | -41.6% | -42.8% |
| 6M | -35.3% | +45.9% | -81.2% | -37.5% |
| YTD | +92.5% | +134.8% | -42.4% | +70.2% |
| 1Y | +102.4% | +104.6% | -2.2% | +80.7% |
| All | +102.4% | +99.6% | +2.8% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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