+476.2%
STX vs DAR
-27.0%
+503.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.4% |
| 7D | +14.6% | +11.6% | +3.0% | +11.1% |
| 30D | -26.0% | -10.2% | -15.7% | -23.6% |
| 3M | -42.6% | -14.8% | -27.8% | -40.0% |
| 6M | -35.3% | -10.1% | -25.2% | -33.4% |
| YTD | +92.5% | +55.5% | +36.9% | +71.0% |
| 1Y | +102.4% | +61.7% | +40.7% | +78.0% |
| 3Y | +673.8% | +37.2% | +636.7% | +577.3% |
| All | +476.2% | -27.0% | +503.1% | +508.5% |
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