+4,817.9%
STX vs BND
+74.6%
+4,743.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | +14.6% | -1.4% | +16.0% | +14.0% |
| 30D | -26.0% | +0.6% | -26.6% | -25.8% |
| 3M | -42.6% | -1.6% | -41.0% | -42.9% |
| 6M | -35.3% | -1.5% | -33.7% | -35.6% |
| YTD | +92.5% | -1.5% | +93.9% | +91.5% |
| 1Y | +102.4% | -1.1% | +103.5% | +101.7% |
| 3Y | +673.8% | +13.6% | +660.2% | +719.3% |
| 5Y | +463.1% | -1.8% | +464.9% | +429.6% |
| 10Y | +2,014.6% | +17.0% | +1,997.6% | +2,332.7% |
| All | +4,817.9% | +74.6% | +4,743.3% | +7,637.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling