+16,011.1%
STX vs BEN
+510.5%
+15,500.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.5% | +2.8% | +4.5% |
| 7D | +2.4% | +0.2% | +2.1% | +2.3% |
| 30D | +1.4% | -0.5% | +1.9% | +1.7% |
| 3M | -8.2% | +9.7% | -17.9% | -12.7% |
| 6M | +127.0% | +33.9% | +93.1% | +93.7% |
| YTD | +209.1% | +49.0% | +160.2% | +148.5% |
| 1Y | +365.4% | +42.1% | +323.3% | +280.6% |
| 3Y | +1,135.4% | +51.9% | +1,083.5% | +839.6% |
| 5Y | +991.5% | +39.0% | +952.5% | +749.6% |
| 10Y | +3,695.8% | +57.9% | +3,638.0% | +2,384.4% |
| All | +16,011.1% | +510.5% | +15,500.6% | +3,964.9% |
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