+16,011.1%
STX vs BN
+4,905.5%
+11,105.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.6% | +6.5% |
| 7D | +2.4% | -2.5% | +4.8% | +3.7% |
| 30D | +1.4% | -9.5% | +10.9% | +6.7% |
| 3M | -8.2% | -10.4% | +2.2% | -3.3% |
| 6M | +127.0% | -6.4% | +133.4% | +132.4% |
| YTD | +209.1% | -11.9% | +221.0% | +226.2% |
| 1Y | +365.4% | -8.6% | +374.0% | +380.2% |
| 3Y | +1,135.4% | +77.6% | +1,057.8% | +768.7% |
| 5Y | +991.5% | +37.0% | +954.5% | +765.0% |
| 10Y | +3,695.8% | +266.4% | +3,429.4% | +1,561.8% |
| All | +16,011.1% | +4,905.5% | +11,105.6% | +1,980.9% |
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