+673.8%
STX vs SE
+65.6%
+608.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.3% |
| 7D | +14.6% | -0.5% | +15.1% | +14.6% |
| 30D | -26.0% | -20.9% | -5.0% | -23.0% |
| 3M | -42.6% | -38.9% | -3.7% | -37.7% |
| 6M | -35.3% | -19.4% | -15.8% | -33.7% |
| YTD | +92.5% | -40.9% | +133.4% | +108.8% |
| 1Y | +102.4% | -46.2% | +148.6% | +123.6% |
| 3Y | +673.8% | +63.7% | +610.1% | +631.5% |
| All | +673.8% | +65.6% | +608.2% | +631.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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