+588.0%
STX vs ROIV
+314.9%
+273.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.2% | -7.4% | -3.2% |
| 7D | -28.5% | +5.3% | -33.8% | -29.7% |
| 30D | -42.9% | +11.9% | -54.8% | -44.9% |
| 3M | -45.9% | +10.7% | -56.6% | -48.0% |
| 6M | -41.3% | +34.9% | -76.2% | -47.0% |
| YTD | +67.9% | +79.2% | -11.2% | +38.0% |
| 1Y | +66.5% | +89.0% | -22.5% | +34.0% |
| 3Y | +588.0% | +337.3% | +250.6% | +323.3% |
| All | +588.0% | +314.9% | +273.0% | +323.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling