+381.8%
STX vs T
-5.9%
+387.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.3% | +6.8% | +6.3% |
| 7D | +10.7% | -1.5% | +12.3% | +9.7% |
| 30D | +11.3% | +7.6% | +3.7% | +17.0% |
| 3M | +3.2% | +15.3% | -12.1% | +14.6% |
| 6M | +157.0% | -8.5% | +165.4% | +156.8% |
| YTD | +229.2% | +6.8% | +222.4% | +237.5% |
| 1Y | +381.8% | -7.2% | +389.1% | +406.1% |
| All | +381.8% | -5.9% | +387.8% | +406.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling