+2,071.0%
STX vs ACN
+159.3%
+1,911.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -2.4% | +12.1% | +10.5% |
| 7D | -14.8% | -2.5% | -12.2% | -14.3% |
| 30D | -35.4% | +22.6% | -58.0% | -40.0% |
| 3M | -37.7% | +45.9% | -83.6% | -46.2% |
| 6M | -35.2% | +43.8% | -79.1% | -45.6% |
| YTD | +84.4% | -2.5% | +86.9% | +84.4% |
| 1Y | +82.3% | +6.5% | +75.8% | +71.9% |
| 3Y | +646.2% | -14.2% | +660.4% | +666.2% |
| 5Y | +487.4% | -24.4% | +511.8% | +543.3% |
| 10Y | +2,071.0% | +156.3% | +1,914.7% | +984.4% |
| All | +2,071.0% | +159.3% | +1,911.8% | +984.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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