+8,652.1%
STX vs BN
+5,047.8%
+3,604.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.7% |
| 7D | -28.5% | +5.3% | -33.8% | -30.8% |
| 30D | -42.9% | +11.9% | -54.8% | -46.6% |
| 3M | -45.9% | -5.7% | -40.2% | -44.7% |
| 6M | -41.3% | -10.6% | -30.7% | -38.8% |
| YTD | +67.9% | -9.4% | +77.3% | +73.1% |
| 1Y | +66.5% | -8.8% | +75.3% | +71.1% |
| 3Y | +588.0% | +95.6% | +492.3% | +358.0% |
| 5Y | +449.1% | +30.2% | +418.9% | +344.0% |
| 10Y | +1,982.8% | +277.0% | +1,705.8% | +791.3% |
| All | +8,652.1% | +5,047.8% | +3,604.3% | +1,004.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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