+22,334.9%
STX vs HBM
+492.8%
+21,842.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +9.0% | +0.8% | +7.6% |
| 7D | -14.8% | +5.0% | -19.8% | -15.6% |
| 30D | -35.4% | -12.7% | -22.6% | -32.9% |
| 3M | -37.7% | -17.4% | -20.2% | -34.7% |
| 6M | -35.2% | -8.9% | -26.4% | -33.8% |
| YTD | +84.4% | +14.9% | +69.5% | +77.8% |
| 1Y | +82.3% | +41.4% | +40.8% | +67.7% |
| 3Y | +646.2% | +462.1% | +184.1% | +388.6% |
| 5Y | +487.4% | +224.0% | +263.4% | +310.8% |
| 10Y | +2,071.0% | +320.9% | +1,750.1% | +1,082.1% |
| All | +22,334.9% | +492.8% | +21,842.0% | +8,349.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling