+3,426.5%
STX vs TT
+912.5%
+2,514.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.8% | +5.5% | +5.9% |
| 7D | +2.4% | 0.0% | +2.4% | +2.4% |
| 30D | +1.4% | -7.2% | +8.5% | +5.8% |
| 3M | -8.2% | -3.0% | -5.2% | -6.1% |
| 6M | +127.0% | +1.4% | +125.7% | +127.3% |
| YTD | +209.1% | +15.9% | +193.3% | +186.7% |
| 1Y | +365.4% | +9.4% | +356.0% | +345.6% |
| 3Y | +1,135.4% | +124.4% | +1,011.0% | +710.8% |
| 5Y | +991.5% | +138.0% | +853.5% | +577.9% |
| All | +3,426.5% | +912.5% | +2,514.0% | +902.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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