+24,063.6%
STX vs HBM
+462.4%
+23,601.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.8% |
| 7D | +16.8% | +5.1% | +11.8% | +15.5% |
| 30D | -27.0% | -15.8% | -11.2% | -23.6% |
| 3M | -37.9% | -22.4% | -15.5% | -33.9% |
| 6M | -32.5% | -20.2% | -12.3% | -28.7% |
| YTD | +98.6% | +9.0% | +89.6% | +94.0% |
| 1Y | +93.6% | +27.4% | +66.2% | +82.5% |
| 3Y | +699.1% | +424.2% | +274.8% | +431.9% |
| 5Y | +481.0% | +196.1% | +284.9% | +314.7% |
| 10Y | +2,082.0% | +285.4% | +1,796.6% | +1,114.1% |
| All | +24,063.6% | +462.4% | +23,601.2% | +9,117.3% |
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