+1,184.4%
STX vs RSP
+53.0%
+1,131.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.8% | +7.0% |
| 7D | +2.4% | -0.8% | +3.1% | +3.3% |
| 30D | +1.4% | -0.3% | +1.7% | +1.6% |
| 3M | -8.2% | +4.3% | -12.5% | -13.8% |
| 6M | +127.0% | +8.8% | +118.2% | +101.6% |
| YTD | +209.1% | +15.3% | +193.9% | +155.1% |
| 1Y | +365.4% | +18.3% | +347.1% | +271.6% |
| All | +1,184.4% | +53.0% | +1,131.3% | +693.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling