+588.0%
STX vs IBB
+78.6%
+509.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -2.3% |
| 7D | -28.5% | -1.8% | -26.7% | -27.3% |
| 30D | -42.9% | +5.1% | -48.0% | -44.2% |
| 3M | -45.9% | +10.7% | -56.6% | -49.5% |
| 6M | -41.3% | +22.9% | -64.2% | -49.7% |
| YTD | +67.9% | +26.7% | +41.2% | +40.6% |
| 1Y | +66.5% | +35.1% | +31.4% | +32.9% |
| 3Y | +588.0% | +80.2% | +507.8% | +358.6% |
| All | +588.0% | +78.6% | +509.3% | +358.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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