+1,907.8%
STX vs RSP
+213.9%
+1,693.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -17.3% | +0.7% | -18.0% | -17.6% |
| 30D | -35.9% | +3.7% | -39.6% | -38.2% |
| 3M | -37.3% | +0.7% | -38.0% | -37.8% |
| 6M | -35.8% | +9.0% | -44.9% | -42.0% |
| YTD | +82.7% | +16.7% | +66.1% | +54.2% |
| 1Y | +71.6% | +19.0% | +52.7% | +42.0% |
| 3Y | +635.3% | +64.7% | +570.5% | +332.7% |
| 5Y | +483.8% | +49.6% | +434.2% | +285.7% |
| All | +1,907.8% | +213.9% | +1,693.9% | +434.3% |
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