+3,476.8%
STX vs TRV
+298.6%
+3,178.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.8% |
| 7D | +8.0% | -1.5% | +9.5% | +8.5% |
| 30D | +5.1% | -1.8% | +6.9% | +5.6% |
| 3M | +5.8% | +21.6% | -15.8% | -2.8% |
| 6M | +124.9% | +22.5% | +102.5% | +104.9% |
| YTD | +213.9% | +28.1% | +185.8% | +179.6% |
| 1Y | +350.4% | +37.0% | +313.4% | +288.1% |
| 3Y | +1,314.2% | +141.9% | +1,172.3% | +813.5% |
| 5Y | +1,092.8% | +158.5% | +934.3% | +633.7% |
| All | +3,476.8% | +298.6% | +3,178.2% | +1,646.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 10y: compounded portfolio wealth divided by compounded TRV 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…
10y analysis · Full analysis span regression · 6 months rolling