+8,312.4%
STX vs ACWI
+356.8%
+7,955.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.4% | +6.4% |
| 7D | +2.4% | +0.5% | +1.9% | +1.7% |
| 30D | +1.4% | +0.9% | +0.5% | +0.4% |
| 3M | -8.2% | +2.4% | -10.6% | -9.8% |
| 6M | +127.0% | +12.4% | +114.7% | +101.7% |
| YTD | +209.1% | +15.2% | +194.0% | +168.6% |
| 1Y | +365.4% | +22.7% | +342.7% | +278.8% |
| 3Y | +1,135.4% | +75.8% | +1,059.6% | +582.0% |
| 5Y | +991.5% | +67.7% | +923.8% | +545.7% |
| 10Y | +3,695.8% | +229.0% | +3,466.8% | +984.7% |
| All | +8,312.4% | +356.8% | +7,955.6% | +1,358.2% |
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