+4,524.9%
STX vs ACWI
+330.1%
+4,194.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -3.8% | -12.4% | -11.7% |
| 7D | -33.4% | -4.0% | -29.4% | -29.7% |
| 30D | -42.1% | -5.8% | -36.3% | -37.3% |
| 3M | -44.3% | -5.0% | -39.2% | -40.3% |
| 6M | -39.4% | +0.7% | -40.1% | -38.7% |
| YTD | +70.0% | +8.4% | +61.5% | +59.6% |
| 1Y | +70.2% | +10.1% | +60.1% | +57.8% |
| 3Y | +585.2% | +70.8% | +514.4% | +294.9% |
| 5Y | +455.7% | +55.4% | +400.3% | +261.5% |
| 10Y | +2,007.9% | +223.3% | +1,784.5% | +521.4% |
| All | +4,524.9% | +330.1% | +4,194.7% | +766.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling