+1,038.4%
STX vs BTDR
+23.8%
+1,014.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.9% | +2.4% | +6.0% |
| 7D | +2.4% | +20.0% | -17.6% | +0.7% |
| 30D | +1.4% | +11.9% | -10.5% | 0.0% |
| 3M | -8.2% | -36.9% | +28.7% | -5.9% |
| 6M | +127.0% | +56.5% | +70.5% | +118.1% |
| YTD | +209.1% | +10.4% | +198.7% | +201.6% |
| 1Y | +365.4% | +3.1% | +362.3% | +351.5% |
| 3Y | +1,135.4% | -2.6% | +1,138.0% | +1,028.3% |
| 5Y | +991.5% | +25.2% | +966.3% | +868.7% |
| All | +1,038.4% | +23.8% | +1,014.6% | +905.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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