+102.4%
STX vs TRV
+43.0%
+59.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +14.6% | +2.0% | +12.6% | +16.8% |
| 30D | -26.0% | +6.7% | -32.7% | -20.7% |
| 3M | -42.6% | +9.4% | -52.0% | -36.7% |
| 6M | -35.3% | +37.7% | -73.0% | -11.0% |
| YTD | +92.5% | +40.6% | +51.9% | +163.9% |
| 1Y | +102.4% | +42.4% | +60.0% | +180.2% |
| All | +102.4% | +43.0% | +59.4% | +180.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling