+1,135.9%
STX vs SPOT
+269.3%
+866.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.4% | -5.5% | -3.5% |
| 7D | +14.6% | +1.6% | +13.0% | +14.3% |
| 30D | -26.0% | +16.9% | -42.9% | -28.6% |
| 3M | -42.6% | +23.0% | -65.6% | -45.6% |
| 6M | -35.3% | +42.2% | -77.4% | -41.2% |
| YTD | +92.5% | +5.5% | +87.0% | +84.0% |
| 1Y | +102.4% | -5.1% | +107.5% | +98.9% |
| 3Y | +673.8% | +257.9% | +415.9% | +423.6% |
| 5Y | +463.1% | +118.4% | +344.7% | +295.3% |
| All | +1,135.9% | +269.3% | +866.6% | +531.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 10y: compounded portfolio wealth divided by compounded SPOT 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…
10y analysis · Full analysis span regression · 6 months rolling