+8,652.1%
STX vs T
+505.3%
+8,146.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | -28.5% | +1.0% | -29.5% | -28.8% |
| 30D | -42.9% | -10.6% | -32.3% | -41.0% |
| 3M | -45.9% | -7.7% | -38.2% | -45.1% |
| 6M | -41.3% | -13.3% | -28.0% | -39.8% |
| YTD | +67.9% | -8.8% | +76.7% | +66.5% |
| 1Y | +66.5% | -8.4% | +74.9% | +64.3% |
| 3Y | +588.0% | +59.6% | +528.3% | +400.4% |
| 5Y | +449.1% | +52.1% | +397.0% | +296.1% |
| 10Y | +1,982.8% | +56.9% | +1,926.0% | +1,334.9% |
| All | +8,652.1% | +505.3% | +8,146.9% | +3,439.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling