+325.3%
STX vs BDX
+22.7%
+302.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.5% | -3.2% |
| 7D | -2.3% | -3.2% | +0.9% | -4.2% |
| 30D | -5.5% | -2.5% | -2.9% | -6.6% |
| 3M | -4.3% | +21.4% | -25.7% | +8.7% |
| 6M | +115.6% | +10.4% | +105.2% | +146.6% |
| YTD | +202.2% | +18.8% | +183.4% | +250.1% |
| 1Y | +325.3% | +21.7% | +303.6% | +414.1% |
| All | +325.3% | +22.7% | +302.5% | +414.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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