+9,509.3%
STX vs ADI
+2,280.5%
+7,228.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +8.6% | +1.2% | +4.5% |
| 7D | -14.8% | -4.4% | -10.4% | -11.6% |
| 30D | -35.4% | -2.8% | -32.5% | -33.4% |
| 3M | -37.7% | +1.5% | -39.2% | -37.6% |
| 6M | -35.2% | -4.7% | -30.5% | -32.3% |
| YTD | +84.4% | +46.8% | +37.6% | +49.9% |
| 1Y | +82.3% | +74.9% | +7.4% | +33.7% |
| 3Y | +646.2% | +147.4% | +498.8% | +326.5% |
| 5Y | +487.4% | +131.9% | +355.5% | +245.0% |
| 10Y | +2,071.0% | +630.6% | +1,440.5% | +497.6% |
| All | +9,509.3% | +2,280.5% | +7,228.8% | +1,208.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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