+16,011.1%
STX vs BB
+213.2%
+15,797.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | +2.4% | -5.6% | +8.0% | +3.6% |
| 30D | +1.4% | -11.8% | +13.2% | +3.9% |
| 3M | -8.2% | -25.5% | +17.3% | -2.9% |
| 6M | +127.0% | +121.3% | +5.8% | +90.0% |
| YTD | +209.1% | +103.2% | +106.0% | +163.0% |
| 1Y | +365.4% | +102.6% | +262.8% | +293.1% |
| 3Y | +1,135.4% | +37.5% | +1,097.9% | +965.2% |
| 5Y | +991.5% | -30.4% | +1,021.9% | +939.7% |
| 10Y | +3,695.8% | 0.0% | +3,695.8% | +2,685.7% |
| All | +16,011.1% | +213.2% | +15,797.9% | +9,479.3% |
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