+17,056.4%
STX vs EQT
+674.7%
+16,381.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.1% | +6.6% | +6.5% |
| 7D | +10.7% | -0.8% | +11.6% | +11.0% |
| 30D | +11.3% | +6.6% | +4.6% | +9.2% |
| 3M | +3.2% | +4.4% | -1.1% | +1.5% |
| 6M | +157.0% | -10.5% | +167.5% | +162.7% |
| YTD | +229.2% | +3.7% | +225.5% | +222.5% |
| 1Y | +381.8% | +9.9% | +372.0% | +362.0% |
| 3Y | +1,383.2% | +35.4% | +1,347.8% | +1,200.4% |
| 5Y | +1,144.9% | +189.2% | +955.7% | +720.8% |
| 10Y | +3,676.0% | +50.7% | +3,625.4% | +2,551.5% |
| All | +17,056.4% | +674.7% | +16,381.6% | +4,336.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling