+8,324.0%
STX vs BUD
+214.6%
+8,109.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.6% |
| 7D | -28.5% | +4.5% | -32.9% | -30.0% |
| 30D | -42.9% | +12.5% | -55.4% | -46.1% |
| 3M | -45.9% | 0.0% | -45.9% | -46.7% |
| 6M | -41.3% | +3.8% | -45.1% | -43.5% |
| YTD | +67.9% | +33.1% | +34.9% | +45.4% |
| 1Y | +66.5% | +35.5% | +31.0% | +42.8% |
| 3Y | +588.0% | +49.4% | +538.6% | +447.4% |
| 5Y | +449.1% | +48.0% | +401.0% | +329.8% |
| 10Y | +1,982.8% | -8.6% | +1,991.4% | +1,831.5% |
| All | +8,324.0% | +214.6% | +8,109.4% | +3,190.5% |
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