+588.0%
STX vs BEN
+63.5%
+524.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.7% | -5.9% | -3.0% |
| 7D | -28.5% | +6.6% | -35.1% | -30.1% |
| 30D | -42.9% | +3.8% | -46.8% | -43.6% |
| 3M | -45.9% | +0.2% | -46.1% | -45.9% |
| 6M | -41.3% | +10.4% | -51.7% | -43.4% |
| YTD | +67.9% | +46.2% | +21.8% | +45.5% |
| 1Y | +66.5% | +52.3% | +14.3% | +42.0% |
| 3Y | +588.0% | +65.9% | +522.0% | +446.2% |
| All | +588.0% | +63.5% | +524.4% | +446.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling