+102.4%
STX vs DIS
+10.8%
+91.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -2.8% |
| 7D | +14.6% | +1.9% | +12.7% | +15.6% |
| 30D | -26.0% | +9.2% | -35.1% | -22.1% |
| 3M | -42.6% | +13.5% | -56.1% | -38.0% |
| 6M | -35.3% | +14.3% | -49.5% | -27.5% |
| YTD | +92.5% | +5.4% | +87.1% | +107.4% |
| 1Y | +102.4% | +12.2% | +90.2% | +113.2% |
| All | +102.4% | +10.8% | +91.6% | +113.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling