+9,509.3%
STX vs BB
+275.1%
+9,234.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +5.5% | +4.3% | +8.6% |
| 7D | -14.8% | +15.0% | -29.7% | -17.2% |
| 30D | -35.4% | +3.5% | -38.8% | -35.8% |
| 3M | -37.7% | +2.7% | -40.3% | -38.4% |
| 6M | -35.2% | +44.7% | -80.0% | -40.9% |
| YTD | +84.4% | +143.3% | -58.9% | +50.4% |
| 1Y | +82.3% | +102.2% | -19.9% | +53.8% |
| 3Y | +646.2% | +156.1% | +490.1% | +466.9% |
| 5Y | +487.4% | -17.6% | +505.0% | +440.2% |
| 10Y | +2,071.0% | +29.0% | +2,042.1% | +1,405.2% |
| All | +9,509.3% | +275.1% | +9,234.3% | +5,377.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling