+102.4%
STX vs BEN
+65.1%
+37.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.3% |
| 7D | +14.6% | +6.8% | +7.8% | +11.0% |
| 30D | -26.0% | +18.0% | -43.9% | -30.9% |
| 3M | -42.6% | +7.5% | -50.1% | -44.4% |
| 6M | -35.3% | +14.7% | -50.0% | -38.7% |
| YTD | +92.5% | +56.1% | +36.4% | +57.0% |
| 1Y | +102.4% | +69.6% | +32.8% | +59.2% |
| All | +102.4% | +65.1% | +37.3% | +59.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling