+443.6%
STX vs T
+52.3%
+391.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.2% |
| 7D | -28.5% | +1.0% | -29.5% | -28.4% |
| 30D | -42.9% | -10.6% | -32.3% | -43.0% |
| 3M | -45.9% | -7.7% | -38.2% | -46.1% |
| 6M | -41.3% | -13.3% | -28.0% | -41.0% |
| YTD | +67.9% | -8.8% | +76.7% | +66.3% |
| 1Y | +66.5% | -8.4% | +74.9% | +64.6% |
| 3Y | +588.0% | +59.6% | +528.3% | +478.3% |
| All | +443.6% | +52.3% | +391.3% | +366.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling