+381.8%
STX vs BUD
+35.5%
+346.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.8% | +7.3% | +6.4% |
| 7D | +10.7% | +0.8% | +10.0% | +10.8% |
| 30D | +11.3% | -4.8% | +16.1% | +11.4% |
| 3M | +3.2% | +1.4% | +1.9% | +2.5% |
| 6M | +157.0% | +9.9% | +147.1% | +146.3% |
| YTD | +229.2% | +26.3% | +202.9% | +231.7% |
| 1Y | +381.8% | +36.1% | +345.7% | +410.1% |
| All | +381.8% | +35.5% | +346.4% | +410.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling