+673.8%
STX vs P
+197.6%
+476.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.2% | -2.4% |
| 7D | +14.6% | +11.6% | +3.0% | +10.2% |
| 30D | -26.0% | -23.7% | -2.3% | -17.9% |
| 3M | -42.6% | -8.0% | -34.6% | -41.1% |
| 6M | -35.3% | +27.9% | -63.2% | -41.5% |
| YTD | +92.5% | +61.2% | +31.3% | +61.0% |
| 1Y | +102.4% | +28.6% | +73.8% | +77.5% |
| 3Y | +673.8% | +200.5% | +473.4% | +459.0% |
| All | +673.8% | +197.6% | +476.3% | +459.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling