+2,071.0%
STX vs T
+56.1%
+2,015.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.8% | +9.0% | +9.6% |
| 7D | -14.8% | +1.7% | -16.4% | -15.1% |
| 30D | -35.4% | -1.7% | -33.6% | -35.4% |
| 3M | -37.7% | -7.3% | -30.3% | -37.2% |
| 6M | -35.2% | -11.2% | -24.0% | -34.5% |
| YTD | +84.4% | -8.1% | +92.4% | +82.5% |
| 1Y | +82.3% | -8.0% | +90.3% | +79.9% |
| 3Y | +646.2% | +62.1% | +584.1% | +463.6% |
| 5Y | +487.4% | +55.7% | +431.7% | +339.9% |
| 10Y | +2,071.0% | +54.1% | +2,016.9% | +1,667.8% |
| All | +2,071.0% | +56.1% | +2,015.0% | +1,667.8% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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