+3,476.8%
STX vs BND
+15.0%
+3,461.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.0% | -2.5% |
| 7D | +8.0% | -0.9% | +8.9% | +8.3% |
| 30D | +5.1% | -1.0% | +6.1% | +5.4% |
| 3M | +5.8% | -1.2% | +7.0% | +6.1% |
| 6M | +124.9% | -2.0% | +126.9% | +126.4% |
| YTD | +213.9% | -1.2% | +215.1% | +215.2% |
| 1Y | +350.4% | -0.5% | +350.9% | +351.2% |
| 3Y | +1,314.2% | +12.4% | +1,301.8% | +1,272.7% |
| 5Y | +1,092.8% | -2.5% | +1,095.3% | +1,042.6% |
| All | +3,476.8% | +15.0% | +3,461.8% | +3,868.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BND 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling