+3,621.5%
STX vs RVTY
+134.6%
+3,486.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -1.1% |
| 7D | +9.6% | -5.4% | +15.0% | +11.9% |
| 30D | +10.6% | +6.7% | +3.9% | +7.6% |
| 3M | +4.8% | +19.0% | -14.2% | -3.0% |
| 6M | +137.3% | +34.6% | +102.6% | +107.0% |
| YTD | +222.5% | +28.3% | +194.2% | +184.2% |
| 1Y | +366.2% | +46.0% | +320.2% | +287.4% |
| 3Y | +1,352.9% | +16.9% | +1,336.0% | +1,169.7% |
| 5Y | +1,077.4% | -32.9% | +1,110.4% | +1,201.1% |
| 10Y | +3,621.5% | +141.6% | +3,479.9% | +1,946.2% |
| All | +3,621.5% | +134.6% | +3,486.9% | +1,946.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RVTY 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling