+1,883.6%
STX vs RSP
+215.0%
+1,668.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | -28.5% | -1.0% | -27.4% | -27.5% |
| 30D | -42.9% | +2.6% | -45.5% | -44.4% |
| 3M | -45.9% | -0.8% | -45.1% | -45.5% |
| 6M | -41.3% | +6.3% | -47.6% | -45.5% |
| YTD | +67.9% | +14.1% | +53.8% | +45.0% |
| 1Y | +66.5% | +18.0% | +48.5% | +38.8% |
| 3Y | +588.0% | +61.0% | +526.9% | +314.5% |
| 5Y | +449.1% | +45.6% | +403.5% | +273.0% |
| All | +1,883.6% | +215.0% | +1,668.7% | +426.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 10y: compounded portfolio wealth divided by compounded RSP 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…
10y analysis · Full analysis span regression · 6 months rolling