+2,071.0%
STX vs DIS
+40.1%
+2,030.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.0% | +7.8% | +9.0% |
| 7D | -14.8% | +5.3% | -20.1% | -16.4% |
| 30D | -35.4% | +10.2% | -45.6% | -37.9% |
| 3M | -37.7% | +13.5% | -51.2% | -41.2% |
| 6M | -35.2% | +11.1% | -46.4% | -39.0% |
| YTD | +84.4% | +5.5% | +78.9% | +75.7% |
| 1Y | +82.3% | +9.1% | +73.1% | +70.9% |
| 3Y | +646.2% | +36.0% | +610.2% | +520.0% |
| 5Y | +487.4% | -29.8% | +517.3% | +531.6% |
| 10Y | +2,071.0% | +36.6% | +2,034.4% | +1,539.7% |
| All | +2,071.0% | +40.1% | +2,030.9% | +1,539.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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