+596.2%
STX vs MP
+104.2%
+492.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -6.0% | -10.2% | -15.2% |
| 7D | -33.4% | -19.0% | -14.4% | -30.7% |
| 30D | -42.1% | -30.5% | -11.6% | -38.2% |
| 3M | -44.3% | -29.6% | -14.7% | -40.8% |
| 6M | -39.4% | -50.4% | +11.0% | -32.3% |
| YTD | +70.0% | -33.2% | +103.2% | +81.4% |
| 1Y | +70.2% | -38.6% | +108.7% | +83.5% |
| All | +596.2% | +104.2% | +492.0% | +496.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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