+16,706.2%
STX vs BNY
+907.2%
+15,799.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | +9.6% | +0.3% | +9.3% | +9.4% |
| 30D | +10.6% | +1.9% | +8.7% | +9.7% |
| 3M | +4.8% | +13.9% | -9.1% | -0.8% |
| 6M | +137.3% | +42.3% | +94.9% | +105.0% |
| YTD | +222.5% | +41.8% | +180.6% | +178.2% |
| 1Y | +366.2% | +57.9% | +308.3% | +284.0% |
| 3Y | +1,352.9% | +290.7% | +1,062.2% | +722.7% |
| 5Y | +1,077.4% | +252.3% | +825.2% | +589.7% |
| 10Y | +3,621.5% | +412.8% | +3,208.7% | +1,709.9% |
| All | +16,706.2% | +907.2% | +15,799.0% | +4,920.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling