+3,676.0%
STX vs BBWI
-56.0%
+3,732.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.1% | +9.6% | +7.0% |
| 7D | +10.7% | +1.6% | +9.2% | +10.4% |
| 30D | +11.3% | -6.2% | +17.5% | +12.0% |
| 3M | +3.2% | +4.3% | -1.1% | +1.5% |
| 6M | +157.0% | -7.2% | +164.1% | +155.7% |
| YTD | +229.2% | -3.0% | +232.2% | +224.2% |
| 1Y | +381.8% | -30.8% | +412.6% | +396.9% |
| 3Y | +1,383.2% | -43.4% | +1,426.6% | +1,437.8% |
| 5Y | +1,144.9% | -66.7% | +1,211.6% | +1,250.1% |
| 10Y | +3,676.0% | -55.7% | +3,731.7% | +3,565.2% |
| All | +3,676.0% | -56.0% | +3,732.0% | +3,565.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling