+73.2%
STX vs P
+10.7%
+62.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +6.3% | +3.5% | +6.7% |
| 7D | -14.8% | -9.6% | -5.1% | -10.0% |
| 30D | -35.4% | -33.4% | -1.9% | -21.9% |
| 3M | -37.7% | +14.2% | -51.9% | -42.1% |
| 6M | -35.2% | +31.6% | -66.8% | -44.9% |
| YTD | +84.4% | +53.5% | +30.9% | +44.8% |
| All | +73.2% | +10.7% | +62.5% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 1y: compounded portfolio wealth divided by compounded P 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…
1y analysis · Full analysis span regression · 6 months rolling