+365.4%
STX vs EEM
+41.0%
+324.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.8% | +4.5% | +3.4% |
| 7D | +2.4% | +2.3% | 0.0% | -1.3% |
| 30D | +1.4% | +4.5% | -3.1% | -5.2% |
| 3M | -8.2% | -0.1% | -8.2% | -7.1% |
| 6M | +127.0% | +16.9% | +110.1% | +77.1% |
| YTD | +209.1% | +26.2% | +182.9% | +102.6% |
| 1Y | +365.4% | +40.5% | +324.9% | +141.2% |
| All | +365.4% | +41.0% | +324.5% | +141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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