+92.7%
STX vs ROIV
+96.8%
-4.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.6% | +8.4% | +9.5% |
| 7D | -1.0% | +9.5% | -10.4% | -3.6% |
| 30D | -26.8% | +21.0% | -47.7% | -30.8% |
| 3M | -32.7% | +18.7% | -51.4% | -36.4% |
| 6M | -33.7% | +44.5% | -78.3% | -40.4% |
| YTD | +101.0% | +92.9% | +8.1% | +68.2% |
| 1Y | +92.7% | +100.2% | -7.5% | +57.3% |
| All | +92.7% | +96.8% | -4.1% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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