+3,676.0%
STX vs FLEX
+1,059.7%
+2,616.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.4% | +2.1% | +4.6% |
| 7D | +10.7% | +7.0% | +3.8% | +7.6% |
| 30D | +11.3% | -5.8% | +17.1% | +14.7% |
| 3M | +3.2% | -24.2% | +27.4% | +17.3% |
| 6M | +157.0% | +90.8% | +66.2% | +89.9% |
| YTD | +229.2% | +89.2% | +140.0% | +144.2% |
| 1Y | +381.8% | +104.7% | +277.1% | +246.9% |
| 3Y | +1,383.2% | +478.1% | +905.1% | +583.9% |
| 5Y | +1,144.9% | +726.2% | +418.7% | +389.9% |
| 10Y | +3,676.0% | +1,060.6% | +2,615.4% | +1,023.2% |
| All | +3,676.0% | +1,059.7% | +2,616.3% | +1,023.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 10y: compounded portfolio wealth divided by compounded FLEX 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…
10y analysis · Full analysis span regression · 6 months rolling