+1,383.2%
STX vs HBM
+521.9%
+861.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.7% | +0.8% | +4.5% |
| 7D | +10.7% | +7.3% | +3.4% | +8.0% |
| 30D | +11.3% | +5.0% | +6.2% | +9.0% |
| 3M | +3.2% | +11.1% | -7.9% | -1.2% |
| 6M | +157.0% | +30.2% | +126.8% | +131.6% |
| YTD | +229.2% | +46.2% | +183.0% | +187.4% |
| 1Y | +381.8% | +120.0% | +261.9% | +276.1% |
| 3Y | +1,383.2% | +527.3% | +855.9% | +814.6% |
| All | +1,383.2% | +521.9% | +861.3% | +814.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling