+2,071.0%
STX vs EMB
+30.9%
+2,040.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.6% | +9.2% | +9.0% |
| 7D | -14.8% | +0.8% | -15.6% | -15.5% |
| 30D | -35.4% | +1.5% | -36.9% | -36.4% |
| 3M | -37.7% | -1.9% | -35.7% | -36.2% |
| 6M | -35.2% | -1.6% | -33.6% | -33.9% |
| YTD | +84.4% | 0.0% | +84.4% | +85.5% |
| 1Y | +82.3% | +1.1% | +81.2% | +81.4% |
| 3Y | +646.2% | +30.9% | +615.3% | +464.4% |
| 5Y | +487.4% | +7.1% | +480.4% | +449.9% |
| 10Y | +2,071.0% | +31.1% | +2,039.9% | +1,677.7% |
| All | +2,071.0% | +30.9% | +2,040.2% | +1,677.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling