+1,376.8%
STX vs INDA
+8.1%
+1,368.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.4% |
| 7D | +9.6% | -2.6% | +12.2% | +11.7% |
| 30D | +10.6% | -2.9% | +13.5% | +13.0% |
| 3M | +4.8% | +2.4% | +2.4% | +2.7% |
| 6M | +137.3% | -2.6% | +139.9% | +140.5% |
| YTD | +222.5% | -10.0% | +232.4% | +247.5% |
| 1Y | +366.2% | -7.7% | +373.9% | +393.5% |
| All | +1,376.8% | +8.1% | +1,368.8% | +1,249.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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