+3,676.0%
STX vs TER
+1,753.0%
+1,923.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.2% | +2.3% | +4.5% |
| 7D | +10.7% | +11.0% | -0.2% | +5.5% |
| 30D | +11.3% | -1.9% | +13.1% | +12.7% |
| 3M | +3.2% | -0.7% | +3.9% | +3.9% |
| 6M | +157.0% | +36.4% | +120.6% | +117.1% |
| YTD | +229.2% | +92.4% | +136.8% | +137.6% |
| 1Y | +381.8% | +213.5% | +168.3% | +181.7% |
| 3Y | +1,383.2% | +277.2% | +1,105.9% | +641.6% |
| 5Y | +1,144.9% | +219.1% | +925.7% | +531.1% |
| 10Y | +3,676.0% | +1,744.2% | +1,931.8% | +609.7% |
| All | +3,676.0% | +1,753.0% | +1,923.1% | +609.7% |
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 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