+708.1%
STX vs TER
+207.3%
+500.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +8.3% | +1.7% | +5.6% |
| 7D | -1.0% | +5.9% | -6.9% | -3.4% |
| 30D | -26.8% | -30.8% | +4.0% | -11.5% |
| 3M | -32.7% | -29.9% | -2.8% | -19.9% |
| 6M | -33.7% | -27.5% | -6.3% | -22.6% |
| YTD | +101.0% | +37.5% | +63.5% | +69.2% |
| 1Y | +92.7% | +50.3% | +42.4% | +56.3% |
| All | +708.1% | +207.3% | +500.9% | +371.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling