+1,283.9%
STX vs BNY
+287.0%
+996.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.8% | -3.8% |
| 7D | -2.3% | -1.3% | -0.9% | -1.5% |
| 30D | -5.5% | -0.2% | -5.3% | -5.4% |
| 3M | -4.3% | +14.9% | -19.2% | -12.4% |
| 6M | +115.6% | +40.0% | +75.6% | +75.8% |
| YTD | +202.2% | +42.0% | +160.2% | +142.5% |
| 1Y | +325.3% | +56.9% | +268.4% | +220.1% |
| 3Y | +1,283.9% | +289.9% | +994.0% | +577.5% |
| All | +1,283.9% | +287.0% | +996.9% | +577.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 3y: compounded portfolio wealth divided by compounded BNY 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…
3y analysis · Full analysis span regression · 6 months rolling