+1,383.2%
STX vs BBWI
-44.4%
+1,427.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +12.1% |
| 3M | +3.2% | +4.3% | -1.1% | +1.0% |
| 6M | +157.0% | -7.2% | +164.1% | +155.4% |
| YTD | +229.2% | -3.0% | +232.2% | +222.4% |
| 1Y | +381.8% | -30.8% | +412.6% | +399.4% |
| 3Y | +1,383.2% | -43.4% | +1,426.6% | +1,461.6% |
| All | +1,383.2% | -44.4% | +1,427.6% | +1,461.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling