+3,676.0%
STX vs STT
+264.2%
+3,411.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.2% | +7.7% | +7.0% |
| 7D | +10.7% | +2.2% | +8.6% | +9.6% |
| 30D | +11.3% | +3.9% | +7.4% | +9.4% |
| 3M | +3.2% | +19.2% | -16.0% | -4.5% |
| 6M | +157.0% | +60.4% | +96.6% | +108.3% |
| YTD | +229.2% | +51.5% | +177.7% | +173.4% |
| 1Y | +381.8% | +76.3% | +305.6% | +272.9% |
| 3Y | +1,383.2% | +200.7% | +1,182.4% | +800.6% |
| 5Y | +1,144.9% | +157.5% | +987.4% | +682.4% |
| 10Y | +3,676.0% | +262.0% | +3,414.0% | +1,835.1% |
| All | +3,676.0% | +264.2% | +3,411.9% | +1,835.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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