+366.2%
STX vs DIA
+16.7%
+349.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.0% |
| 7D | +9.6% | -1.2% | +10.8% | +11.2% |
| 30D | +10.6% | -2.7% | +13.3% | +14.6% |
| 3M | +4.8% | +3.3% | +1.5% | -2.6% |
| 6M | +137.3% | +10.4% | +126.8% | +95.1% |
| YTD | +222.5% | +10.0% | +212.5% | +167.7% |
| 1Y | +366.2% | +16.2% | +350.0% | +260.5% |
| All | +366.2% | +16.7% | +349.5% | +260.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 1y: compounded portfolio wealth divided by compounded DIA 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…
1y analysis · Full analysis span regression · 6 months rolling