+366.2%
STX vs EEM
+36.6%
+329.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.2% |
| 7D | +9.6% | +2.0% | +7.6% | +6.3% |
| 30D | +10.6% | +5.1% | +5.5% | +2.7% |
| 3M | +4.8% | +4.6% | +0.2% | -1.0% |
| 6M | +137.3% | +17.8% | +119.5% | +82.0% |
| YTD | +222.5% | +25.8% | +196.7% | +111.8% |
| 1Y | +366.2% | +36.4% | +329.8% | +139.0% |
| All | +366.2% | +36.6% | +329.6% | +139.0% |
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