+3,621.5%
STX vs IBN
+312.2%
+3,309.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.5% |
| 7D | +9.6% | -5.1% | +14.7% | +11.2% |
| 30D | +10.6% | -3.5% | +14.1% | +11.7% |
| 3M | +4.8% | +11.3% | -6.5% | +1.1% |
| 6M | +137.3% | +4.4% | +132.8% | +133.1% |
| YTD | +222.5% | -1.8% | +224.3% | +222.9% |
| 1Y | +366.2% | -8.0% | +374.2% | +375.3% |
| 3Y | +1,352.9% | +27.1% | +1,325.8% | +1,231.5% |
| 5Y | +1,077.4% | +54.5% | +1,023.0% | +910.5% |
| 10Y | +3,621.5% | +314.2% | +3,307.3% | +2,286.4% |
| All | +3,621.5% | +312.2% | +3,309.3% | +2,286.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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