+73.2%
STX vs TER
+30.8%
+42.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +12.7% | -2.9% | +2.0% |
| 7D | -14.8% | -5.8% | -9.0% | -11.3% |
| 30D | -35.4% | -38.9% | +3.6% | -13.6% |
| 3M | -37.7% | -35.1% | -2.6% | -20.5% |
| 6M | -35.2% | -31.6% | -3.7% | -20.0% |
| YTD | +84.4% | +27.2% | +57.1% | +27.4% |
| All | +73.2% | +30.8% | +42.3% | +15.3% |
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