+3,476.8%
STX vs TRU
+144.8%
+3,332.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.5% | -2.6% |
| 7D | +8.0% | -9.4% | +17.4% | +10.9% |
| 30D | +5.1% | -4.1% | +9.2% | +5.8% |
| 3M | +5.8% | +13.6% | -7.8% | -1.5% |
| 6M | +124.9% | +3.6% | +121.4% | +114.5% |
| YTD | +213.9% | -9.8% | +223.7% | +209.6% |
| 1Y | +350.4% | -13.6% | +364.0% | +347.5% |
| 3Y | +1,314.2% | -2.0% | +1,316.2% | +1,176.6% |
| 5Y | +1,092.8% | -35.8% | +1,128.6% | +1,161.9% |
| All | +3,476.8% | +144.8% | +3,332.0% | +2,406.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded TRU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling