+1,019.5%
STX vs DAR
-11.0%
+1,030.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.9% | +7.2% | +6.6% |
| 7D | +2.4% | +1.4% | +1.0% | +1.9% |
| 30D | +1.4% | +12.8% | -11.4% | -2.0% |
| 3M | -8.2% | +7.4% | -15.6% | -10.0% |
| 6M | +127.0% | +22.3% | +104.8% | +114.6% |
| YTD | +209.1% | +81.1% | +128.1% | +163.5% |
| 1Y | +365.4% | +106.5% | +258.9% | +281.1% |
| 3Y | +1,135.4% | +5.3% | +1,130.1% | +1,079.3% |
| All | +1,019.5% | -11.0% | +1,030.5% | +1,006.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling