+588.0%
STX vs BIL
+13.1%
+574.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -28.5% | -0.3% | -28.2% | -28.4% |
| 30D | -42.9% | 0.0% | -42.9% | -41.1% |
| 3M | -45.9% | +0.3% | -46.2% | -41.2% |
| 6M | -41.3% | +1.2% | -42.5% | -29.2% |
| YTD | +67.9% | +2.5% | +65.5% | +112.7% |
| 1Y | +66.5% | +3.0% | +63.5% | +113.6% |
| 3Y | +588.0% | +13.2% | +574.8% | +482.0% |
| All | +588.0% | +13.1% | +574.8% | +482.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling