+1,383.2%
STX vs HIG
+99.1%
+1,284.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.0% | +8.4% | +6.3% |
| 7D | +10.7% | -1.1% | +11.8% | +10.6% |
| 30D | +11.3% | -4.9% | +16.2% | +11.0% |
| 3M | +3.2% | +6.8% | -3.6% | +3.1% |
| 6M | +157.0% | -1.7% | +158.7% | +158.7% |
| YTD | +229.2% | -0.2% | +229.4% | +230.3% |
| 1Y | +381.8% | +5.7% | +376.1% | +376.3% |
| 3Y | +1,383.2% | +100.3% | +1,282.9% | +1,197.3% |
| All | +1,383.2% | +99.1% | +1,284.1% | +1,197.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling