+341.8%
STX vs EQT
+9.6%
+332.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.7% |
| 7D | +8.0% | -1.2% | +9.1% | +8.0% |
| 30D | +5.1% | +1.1% | +4.0% | +5.1% |
| 3M | +5.8% | +4.8% | +1.0% | +5.4% |
| 6M | +124.9% | -10.6% | +135.5% | +129.0% |
| YTD | +213.9% | +3.4% | +210.5% | +206.9% |
| All | +341.8% | +9.6% | +332.2% | +339.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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