+1,407.6%
STX vs TRI
-17.7%
+1,425.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -6.5% | +13.0% | +4.9% |
| 7D | +10.7% | -7.1% | +17.8% | +9.0% |
| 30D | +11.3% | -2.3% | +13.6% | +11.2% |
| 3M | +3.2% | +19.6% | -16.3% | +7.4% |
| 6M | +157.0% | -8.7% | +165.7% | +170.8% |
| YTD | +229.2% | -22.3% | +251.5% | +261.8% |
| 1Y | +381.8% | -40.7% | +422.5% | +472.5% |
| All | +1,407.6% | -17.7% | +1,425.3% | +1,442.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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