+2,071.0%
STX vs HDB
+61.5%
+2,009.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.7% | +7.1% | +9.0% |
| 7D | -14.8% | +13.7% | -28.5% | -18.0% |
| 30D | -35.4% | +15.8% | -51.2% | -38.3% |
| 3M | -37.7% | +9.2% | -46.9% | -39.6% |
| 6M | -35.2% | +3.2% | -38.4% | -36.6% |
| YTD | +84.4% | -29.4% | +113.8% | +102.1% |
| 1Y | +82.3% | -27.9% | +110.2% | +98.3% |
| 3Y | +646.2% | -5.9% | +652.1% | +627.9% |
| 5Y | +487.4% | -23.5% | +510.9% | +503.1% |
| 10Y | +2,071.0% | +61.3% | +2,009.7% | +1,471.1% |
| All | +2,071.0% | +61.5% | +2,009.5% | +1,471.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling