+37,514.5%
STX vs HBM
+613.3%
+36,901.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.9% | +7.3% | +6.6% |
| 7D | +2.4% | -6.4% | +8.7% | +3.9% |
| 30D | +1.4% | +5.9% | -4.5% | -0.3% |
| 3M | -8.2% | -8.9% | +0.7% | -6.4% |
| 6M | +127.0% | +10.7% | +116.4% | +119.8% |
| YTD | +209.1% | +38.3% | +170.9% | +184.2% |
| 1Y | +365.4% | +121.3% | +244.1% | +284.3% |
| 3Y | +1,135.4% | +450.6% | +684.8% | +703.8% |
| 5Y | +991.5% | +338.0% | +653.5% | +606.9% |
| 10Y | +3,695.8% | +578.6% | +3,117.2% | +1,722.5% |
| All | +37,514.5% | +613.3% | +36,901.2% | +13,406.0% |
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