+1,376.8%
STX vs BR
-5.1%
+1,382.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -2.1% |
| 7D | +9.6% | -5.0% | +14.6% | +8.5% |
| 30D | +10.6% | -2.5% | +13.1% | +10.3% |
| 3M | +4.8% | +13.5% | -8.7% | +7.6% |
| 6M | +137.3% | -9.4% | +146.7% | +149.8% |
| YTD | +222.5% | -23.3% | +245.8% | +250.8% |
| 1Y | +366.2% | -31.6% | +397.8% | +430.3% |
| All | +1,376.8% | -5.1% | +1,382.0% | +1,388.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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