+93.6%
STX vs FIG
-57.2%
+150.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | +16.8% | +2.6% | +14.2% | +17.1% |
| 30D | -27.0% | -13.1% | -14.0% | -28.0% |
| 3M | -37.9% | -20.3% | -17.5% | -39.1% |
| 6M | -32.5% | -2.1% | -30.4% | -31.4% |
| YTD | +98.6% | -49.4% | +148.0% | +153.3% |
| 1Y | +93.6% | -57.0% | +150.6% | +176.1% |
| All | +93.6% | -57.2% | +150.8% | +176.1% |
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