+9,423.5%
STX vs BEN
+544.4%
+8,879.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.5% |
| 7D | -17.3% | +12.1% | -29.4% | -22.0% |
| 30D | -35.9% | +13.4% | -49.3% | -39.9% |
| 3M | -37.3% | +9.4% | -46.7% | -40.0% |
| 6M | -35.8% | +19.3% | -55.1% | -41.6% |
| YTD | +82.7% | +57.3% | +25.5% | +43.0% |
| 1Y | +71.6% | +69.1% | +2.5% | +29.2% |
| 3Y | +635.3% | +85.6% | +549.6% | +405.2% |
| 5Y | +483.8% | +32.9% | +450.8% | +369.8% |
| 10Y | +1,967.8% | +58.3% | +1,909.4% | +1,265.9% |
| All | +9,423.5% | +544.4% | +8,879.1% | +2,239.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling