+365.4%
STX vs TER
+203.7%
+161.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.4% | +0.9% | +3.0% |
| 7D | +2.4% | +0.6% | +1.8% | +2.0% |
| 30D | +1.4% | -8.3% | +9.7% | +7.3% |
| 3M | -8.2% | -12.2% | +4.0% | -1.4% |
| 6M | +127.0% | +17.0% | +110.0% | +91.5% |
| YTD | +209.1% | +84.6% | +124.5% | +83.1% |
| 1Y | +365.4% | +199.8% | +165.6% | +115.7% |
| All | +365.4% | +203.7% | +161.7% | +115.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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