+71.6%
STX vs RACE
+2.2%
+69.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -1.0% |
| 7D | -17.3% | +0.2% | -17.5% | -17.1% |
| 30D | -35.9% | +6.6% | -42.6% | -35.1% |
| 3M | -37.3% | +2.2% | -39.5% | -36.7% |
| 6M | -35.8% | +22.4% | -58.2% | -34.3% |
| YTD | +82.7% | +13.8% | +69.0% | +93.8% |
| 1Y | +71.6% | +2.2% | +69.4% | +77.5% |
| All | +71.6% | +2.2% | +69.4% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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