+1,376.8%
STX vs RVMD
+549.6%
+827.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | +9.6% | -0.7% | +10.3% | +9.6% |
| 30D | +10.6% | +0.3% | +10.3% | +10.5% |
| 3M | +4.8% | +38.9% | -34.1% | +1.4% |
| 6M | +137.3% | +108.1% | +29.1% | +120.1% |
| YTD | +222.5% | +160.7% | +61.7% | +189.3% |
| 1Y | +366.2% | +407.3% | -41.1% | +281.4% |
| All | +1,376.8% | +549.6% | +827.2% | +1,067.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling