+1,750.7%
D vs STZ
+9,621.1%
-7,870.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.3% |
| 7D | +1.5% | -1.9% | +3.4% | +1.8% |
| 30D | -2.6% | -1.9% | -0.7% | -2.4% |
| 3M | 0.0% | -6.2% | +6.2% | +0.9% |
| 6M | +7.4% | -14.0% | +21.4% | +9.6% |
| YTD | +15.9% | -5.1% | +21.0% | +16.3% |
| 1Y | +18.1% | -9.6% | +27.7% | +19.2% |
| 3Y | +58.4% | -47.2% | +105.6% | +72.8% |
| 5Y | +5.2% | -33.6% | +38.8% | +10.6% |
| 10Y | +35.9% | -9.8% | +45.6% | +34.6% |
| All | +1,750.7% | +9,621.1% | -7,870.4% | +1,121.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded STZ 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling