+362.7%
STX vs TE
+153.1%
+209.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.0% | +0.9% | -1.7% |
| 7D | +9.6% | +15.0% | -5.4% | +7.7% |
| 30D | +10.6% | -7.5% | +18.1% | +11.3% |
| 3M | +4.8% | -42.0% | +46.8% | +10.3% |
| 6M | +137.3% | -31.4% | +168.7% | +147.5% |
| YTD | +222.5% | -26.5% | +249.0% | +235.4% |
| All | +362.7% | +153.1% | +209.6% | +388.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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