+2,071.0%
STX vs BIL
+25.6%
+2,045.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | 0.0% | +9.8% | +9.7% |
| 7D | -14.8% | +0.1% | -14.8% | -15.0% |
| 30D | -35.4% | 0.0% | -35.3% | -34.8% |
| 3M | -37.7% | +0.6% | -38.3% | -37.0% |
| 6M | -35.2% | +1.5% | -36.7% | -34.9% |
| YTD | +84.4% | +2.8% | +81.6% | +82.3% |
| 1Y | +82.3% | +3.3% | +78.9% | +78.9% |
| 3Y | +646.2% | +13.4% | +632.8% | +579.8% |
| 5Y | +487.4% | +19.8% | +467.6% | +444.1% |
| 10Y | +2,071.0% | +25.6% | +2,045.4% | +2,291.7% |
| All | +2,071.0% | +25.6% | +2,045.4% | +2,291.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling