+1,184.4%
STX vs T
+105.3%
+1,079.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.3% | +5.8% |
| 7D | +2.4% | -1.3% | +3.6% | +2.0% |
| 30D | +1.4% | +11.4% | -10.0% | +4.5% |
| 3M | -8.2% | +14.3% | -22.5% | -4.3% |
| 6M | +127.0% | -9.3% | +136.3% | +129.2% |
| YTD | +209.1% | +7.1% | +202.0% | +216.3% |
| 1Y | +365.4% | -9.1% | +374.5% | +374.1% |
| All | +1,184.4% | +105.3% | +1,079.0% | +1,201.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling