+381.8%
STX vs SPY
+19.4%
+362.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.5% | +7.0% | +7.8% |
| 7D | +10.7% | +0.5% | +10.2% | +8.9% |
| 30D | +11.3% | -0.9% | +12.2% | +13.7% |
| 3M | +3.2% | +3.9% | -0.7% | -6.1% |
| 6M | +157.0% | +14.5% | +142.5% | +86.4% |
| YTD | +229.2% | +12.9% | +216.3% | +148.5% |
| 1Y | +381.8% | +19.4% | +362.5% | +208.9% |
| All | +381.8% | +19.4% | +362.4% | +208.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling