+2,071.0%
STX vs ACWI
+226.8%
+1,844.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.6% | +7.2% | +6.3% |
| 7D | -14.8% | +0.3% | -15.1% | -14.5% |
| 30D | -35.4% | -2.8% | -32.5% | -32.1% |
| 3M | -37.7% | -3.2% | -34.5% | -34.3% |
| 6M | -35.2% | +1.3% | -36.5% | -34.9% |
| YTD | +84.4% | +11.2% | +73.2% | +66.7% |
| 1Y | +82.3% | +13.8% | +68.5% | +61.1% |
| 3Y | +646.2% | +76.2% | +570.0% | +297.6% |
| 5Y | +487.4% | +59.5% | +428.0% | +255.2% |
| 10Y | +2,071.0% | +222.2% | +1,848.8% | +399.7% |
| All | +2,071.0% | +226.8% | +1,844.2% | +399.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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