+2,038.9%
STX vs BEN
+58.0%
+1,980.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.6% |
| 7D | +16.8% | +11.3% | +5.5% | +11.3% |
| 30D | -27.0% | +15.0% | -42.1% | -31.4% |
| 3M | -37.9% | +7.8% | -45.7% | -39.8% |
| 6M | -32.5% | +15.5% | -48.0% | -36.9% |
| YTD | +98.6% | +55.4% | +43.2% | +61.3% |
| 1Y | +93.6% | +63.3% | +30.3% | +53.7% |
| 3Y | +699.1% | +83.4% | +615.6% | +478.8% |
| 5Y | +481.0% | +28.1% | +452.9% | +386.6% |
| All | +2,038.9% | +58.0% | +1,980.9% | +1,421.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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