+381.8%
STX vs RSP
+16.9%
+365.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.0% | +7.5% | +7.7% |
| 7D | +10.7% | -0.4% | +11.1% | +11.0% |
| 30D | +11.3% | -1.5% | +12.8% | +13.0% |
| 3M | +3.2% | +4.8% | -1.6% | -5.5% |
| 6M | +157.0% | +10.3% | +146.7% | +116.1% |
| YTD | +229.2% | +14.1% | +215.1% | +166.0% |
| 1Y | +381.8% | +17.0% | +364.8% | +284.4% |
| All | +381.8% | +16.9% | +365.0% | +284.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling