+73.2%
STX vs TMF
-22.6%
+95.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.1% | +9.7% | +9.8% |
| 7D | -14.8% | +0.6% | -15.4% | -14.7% |
| 30D | -35.4% | +16.3% | -51.7% | -35.9% |
| 3M | -37.7% | -2.7% | -35.0% | -36.2% |
| 6M | -35.2% | -13.2% | -22.1% | -31.5% |
| YTD | +84.4% | -16.7% | +101.1% | +98.6% |
| All | +73.2% | -22.6% | +95.8% | +94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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