+1,407.6%
STX vs TRV
+139.5%
+1,268.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.0% | +7.5% | +6.4% |
| 7D | +10.7% | +0.5% | +10.3% | +10.8% |
| 30D | +11.3% | -4.9% | +16.1% | +10.8% |
| 3M | +3.2% | +23.7% | -20.5% | +3.7% |
| 6M | +157.0% | +20.3% | +136.7% | +158.5% |
| YTD | +229.2% | +27.1% | +202.2% | +229.1% |
| 1Y | +381.8% | +35.3% | +346.5% | +376.9% |
| All | +1,407.6% | +139.5% | +1,268.1% | +1,377.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling