+596.2%
STX vs ACWI
+70.4%
+525.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -3.8% | -12.4% | -9.4% |
| 7D | -33.4% | -4.0% | -29.4% | -27.7% |
| 30D | -42.1% | -5.8% | -36.3% | -34.8% |
| 3M | -44.3% | -5.0% | -39.2% | -38.3% |
| 6M | -39.4% | +0.7% | -40.1% | -38.5% |
| YTD | +70.0% | +8.4% | +61.5% | +54.9% |
| 1Y | +70.2% | +10.1% | +60.1% | +52.3% |
| All | +596.2% | +70.4% | +525.8% | +256.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling