+880.2%
STX vs SMR
+1.6%
+878.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.6% | +2.9% | -2.0% |
| 7D | +8.0% | +4.7% | +3.3% | +7.4% |
| 30D | +5.1% | +3.2% | +1.9% | +4.5% |
| 3M | +5.8% | +9.9% | -4.1% | +4.3% |
| 6M | +124.9% | -15.1% | +140.1% | +125.8% |
| YTD | +213.9% | -27.9% | +241.8% | +218.8% |
| 1Y | +350.4% | -70.2% | +420.6% | +385.9% |
| 3Y | +1,314.2% | +72.5% | +1,241.7% | +1,151.6% |
| All | +880.2% | +1.6% | +878.6% | +829.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SMR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling