+73.2%
STX vs DIS
+8.7%
+64.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.0% | +7.8% | +10.6% |
| 7D | -14.8% | +5.3% | -20.1% | -12.8% |
| 30D | -35.4% | +10.2% | -45.6% | -32.5% |
| 3M | -37.7% | +13.5% | -51.2% | -33.9% |
| 6M | -35.2% | +11.1% | -46.4% | -29.0% |
| YTD | +84.4% | +5.5% | +78.9% | +99.5% |
| All | +73.2% | +8.7% | +64.5% | +84.0% |
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