+8,652.1%
STX vs TPR
+2,481.4%
+6,170.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.8% |
| 7D | -28.5% | +14.2% | -42.7% | -32.5% |
| 30D | -42.9% | +17.1% | -60.0% | -46.8% |
| 3M | -45.9% | -17.7% | -28.2% | -43.5% |
| 6M | -41.3% | -10.2% | -31.1% | -41.3% |
| YTD | +67.9% | +4.9% | +63.0% | +57.5% |
| 1Y | +66.5% | +36.1% | +30.4% | +41.2% |
| 3Y | +588.0% | +416.5% | +171.5% | +236.2% |
| 5Y | +449.1% | +254.8% | +194.3% | +199.2% |
| 10Y | +1,982.8% | +391.7% | +1,591.1% | +730.7% |
| All | +8,652.1% | +2,481.4% | +6,170.8% | +1,403.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 all: compounded portfolio wealth divided by compounded TPR 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…
all analysis · Full analysis span regression · 6 months rolling