+2,071.0%
STX vs TER
+1,026.7%
+1,044.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +12.7% | -2.9% | +3.6% |
| 7D | -14.8% | -5.8% | -9.0% | -11.8% |
| 30D | -35.4% | -38.9% | +3.6% | -17.8% |
| 3M | -37.7% | -35.1% | -2.6% | -23.6% |
| 6M | -35.2% | -31.6% | -3.7% | -22.8% |
| YTD | +84.4% | +27.2% | +57.1% | +61.0% |
| 1Y | +82.3% | +35.2% | +47.0% | +55.1% |
| 3Y | +646.2% | +192.8% | +453.4% | +320.7% |
| 5Y | +487.4% | +72.4% | +415.0% | +296.4% |
| 10Y | +2,071.0% | +1,001.8% | +1,069.2% | +397.6% |
| All | +2,071.0% | +1,026.7% | +1,044.3% | +397.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling