+2,071.0%
STX vs DAR
+288.2%
+1,782.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +4.7% | +5.1% | +8.4% |
| 7D | -14.8% | -2.8% | -12.0% | -13.8% |
| 30D | -35.4% | -12.8% | -22.5% | -32.6% |
| 3M | -37.7% | -11.6% | -26.1% | -35.5% |
| 6M | -35.2% | -16.8% | -18.5% | -31.7% |
| YTD | +84.4% | +45.9% | +38.5% | +65.4% |
| 1Y | +82.3% | +61.5% | +20.8% | +58.6% |
| 3Y | +646.2% | +23.0% | +623.3% | +570.4% |
| 5Y | +487.4% | -35.8% | +523.3% | +524.9% |
| 10Y | +2,071.0% | +280.4% | +1,790.7% | +1,060.6% |
| All | +2,071.0% | +288.2% | +1,782.8% | +1,060.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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