+365.4%
STX vs HBM
+123.0%
+242.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.9% | +7.3% | +6.8% |
| 7D | +2.4% | -6.4% | +8.7% | +5.5% |
| 30D | +1.4% | +5.9% | -4.5% | -2.3% |
| 3M | -8.2% | -8.9% | +0.7% | -6.3% |
| 6M | +127.0% | +10.7% | +116.4% | +109.9% |
| YTD | +209.1% | +38.3% | +170.9% | +156.9% |
| 1Y | +365.4% | +121.3% | +244.1% | +217.5% |
| All | +365.4% | +123.0% | +242.5% | +217.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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