+73.2%
STX vs TFC
+16.9%
+56.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.9% | +7.9% | +9.9% |
| 7D | -14.8% | +0.3% | -15.1% | -14.7% |
| 30D | -35.4% | +9.2% | -44.5% | -34.9% |
| 3M | -37.7% | -2.9% | -34.8% | -37.1% |
| 6M | -35.2% | +3.5% | -38.7% | -35.7% |
| YTD | +84.4% | +5.4% | +79.0% | +71.1% |
| All | +73.2% | +16.9% | +56.2% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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