+1,092.8%
STX vs EQT
+192.3%
+900.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.8% |
| 7D | +8.0% | -1.2% | +9.1% | +8.2% |
| 30D | +5.1% | +1.1% | +4.0% | +4.8% |
| 3M | +5.8% | +4.8% | +1.0% | +4.4% |
| 6M | +124.9% | -10.6% | +135.5% | +129.1% |
| YTD | +213.9% | +3.4% | +210.5% | +209.0% |
| 1Y | +350.4% | +8.7% | +341.7% | +336.9% |
| 3Y | +1,314.2% | +35.0% | +1,279.3% | +1,179.7% |
| 5Y | +1,092.8% | +204.2% | +888.5% | +751.1% |
| All | +1,092.8% | +192.3% | +900.5% | +751.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling