+1,184.4%
STX vs BIL
+14.1%
+1,170.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.9% |
| 7D | +2.4% | +0.1% | +2.3% | +3.8% |
| 30D | +1.4% | +0.3% | +1.1% | +7.0% |
| 3M | -8.2% | +0.9% | -9.2% | +5.8% |
| 6M | +127.0% | +1.8% | +125.2% | +181.7% |
| YTD | +209.1% | +2.4% | +206.7% | +296.0% |
| 1Y | +365.4% | +3.7% | +361.7% | +537.4% |
| All | +1,184.4% | +14.1% | +1,170.2% | +3,955.1% |
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