+3,343.4%
STX vs BLK
+283.5%
+3,059.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.6% | -5.4% | -4.7% |
| 7D | -2.3% | -3.3% | +1.1% | -0.4% |
| 30D | -5.5% | -6.5% | +1.1% | -2.0% |
| 3M | -4.3% | +6.7% | -11.0% | -9.3% |
| 6M | +115.6% | +14.7% | +100.9% | +95.2% |
| YTD | +202.2% | +2.5% | +199.7% | +191.4% |
| 1Y | +325.3% | -2.8% | +328.1% | +320.7% |
| 3Y | +1,283.9% | +65.9% | +1,218.1% | +874.3% |
| 5Y | +1,048.3% | +33.0% | +1,015.3% | +808.5% |
| All | +3,343.4% | +283.5% | +3,059.9% | +1,229.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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