+123.8%
STX vs FIG
-52.3%
+176.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.2% | -13.4% | -7.3% |
| 7D | -20.2% | -4.7% | -15.5% | -20.6% |
| 30D | -37.2% | +0.5% | -37.7% | -36.9% |
| 3M | -34.1% | -18.4% | -15.7% | -35.2% |
| 6M | -24.5% | +10.9% | -35.3% | -21.5% |
| YTD | +102.9% | -40.8% | +143.7% | +154.7% |
| 1Y | +123.8% | -51.7% | +175.5% | +208.5% |
| All | +123.8% | -52.3% | +176.1% | +208.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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