+15,407.1%
STX vs BUD
+201.1%
+15,206.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.2% | +6.3% |
| 7D | +2.4% | +0.3% | +2.1% | +2.2% |
| 30D | +1.4% | -5.7% | +7.1% | +3.5% |
| 3M | -8.2% | +3.1% | -11.3% | -10.4% |
| 6M | +127.0% | +7.9% | +119.2% | +117.2% |
| YTD | +209.1% | +27.3% | +181.8% | +175.7% |
| 1Y | +365.4% | +37.8% | +327.6% | +299.9% |
| 3Y | +1,135.4% | +49.8% | +1,085.5% | +888.7% |
| 5Y | +991.5% | +43.8% | +947.7% | +771.4% |
| 10Y | +3,695.8% | -22.6% | +3,718.5% | +3,787.9% |
| All | +15,407.1% | +201.1% | +15,206.0% | +6,139.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling