+1,184.4%
STX vs TER
+234.6%
+949.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.5% | +0.9% | +3.6% |
| 7D | +2.4% | +0.6% | +1.7% | +2.0% |
| 30D | +1.4% | -8.3% | +9.7% | +6.2% |
| 3M | -8.2% | -12.2% | +4.0% | -2.2% |
| 6M | +127.0% | +17.1% | +110.0% | +104.2% |
| YTD | +209.1% | +84.7% | +124.5% | +125.4% |
| 1Y | +365.4% | +199.9% | +165.5% | +180.7% |
| All | +1,184.4% | +234.6% | +949.8% | +653.7% |
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 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