+1,184.4%
STX vs MP
+154.2%
+1,030.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.4% | +5.0% | +6.1% |
| 7D | +2.4% | -2.9% | +5.2% | +2.9% |
| 30D | +1.4% | +13.8% | -12.4% | -0.9% |
| 3M | -8.2% | -16.7% | +8.5% | -5.9% |
| 6M | +127.0% | -11.5% | +138.5% | +129.5% |
| YTD | +209.1% | +7.9% | +201.2% | +203.8% |
| 1Y | +365.4% | -15.0% | +380.5% | +363.5% |
| All | +1,184.4% | +154.2% | +1,030.1% | +957.7% |
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