+350.4%
STX vs HIG
+7.0%
+343.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.8% | -2.5% |
| 7D | +8.0% | -2.3% | +10.3% | +5.8% |
| 30D | +5.1% | -1.2% | +6.3% | +4.5% |
| 3M | +5.8% | +6.3% | -0.5% | +13.7% |
| 6M | +124.9% | +0.6% | +124.4% | +136.6% |
| YTD | +213.9% | +0.6% | +213.3% | +231.3% |
| 1Y | +350.4% | +6.1% | +344.3% | +405.3% |
| All | +350.4% | +7.0% | +343.4% | +405.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling