+10,374.7%
STX vs IBN
+4,052.4%
+6,322.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.4% | +10.4% | +10.1% |
| 7D | -1.0% | +11.1% | -12.1% | -4.3% |
| 30D | -26.8% | +23.9% | -50.6% | -31.8% |
| 3M | -32.7% | +16.3% | -49.0% | -36.2% |
| 6M | -33.7% | +34.2% | -68.0% | -40.1% |
| YTD | +101.0% | +17.6% | +83.4% | +89.4% |
| 1Y | +92.7% | +13.8% | +78.9% | +83.2% |
| 3Y | +708.7% | +57.0% | +651.7% | +590.4% |
| 5Y | +504.0% | +75.3% | +428.7% | +395.4% |
| 10Y | +2,108.4% | +388.7% | +1,719.7% | +1,137.6% |
| All | +10,374.7% | +4,052.4% | +6,322.3% | +3,426.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling