+1,335.2%
STX vs BEN
+57.6%
+1,277.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.5% | +2.8% | +5.1% |
| 7D | +2.4% | +0.2% | +2.1% | +2.3% |
| 30D | +1.4% | -0.5% | +1.9% | +1.6% |
| 3M | -8.2% | +9.7% | -17.9% | -11.3% |
| 6M | +127.0% | +33.9% | +93.1% | +103.7% |
| YTD | +209.1% | +49.0% | +160.2% | +166.6% |
| 1Y | +365.4% | +42.1% | +323.3% | +306.9% |
| All | +1,335.2% | +57.6% | +1,277.6% | +1,067.6% |
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