+325.3%
STX vs RVMD
+375.0%
-49.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.7% |
| 7D | -2.3% | -3.0% | +0.7% | -2.1% |
| 30D | -5.5% | -0.7% | -4.7% | -5.4% |
| 3M | -4.3% | +36.5% | -40.8% | -5.4% |
| 6M | +115.6% | +104.6% | +11.0% | +112.9% |
| YTD | +202.2% | +155.8% | +46.4% | +205.7% |
| 1Y | +325.3% | +340.7% | -15.4% | +295.4% |
| All | +325.3% | +375.0% | -49.7% | +295.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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