+16,011.1%
STX vs DIS
+718.3%
+15,292.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.7% | +8.1% | +7.2% |
| 7D | +2.4% | -2.6% | +4.9% | +3.7% |
| 30D | +1.4% | +3.5% | -2.1% | -0.9% |
| 3M | -8.2% | +6.8% | -15.0% | -13.1% |
| 6M | +127.0% | +3.0% | +124.0% | +118.2% |
| YTD | +209.1% | -6.7% | +215.9% | +209.6% |
| 1Y | +365.4% | -10.1% | +375.5% | +373.3% |
| 3Y | +1,135.4% | +33.0% | +1,102.3% | +884.5% |
| 5Y | +991.5% | -40.0% | +1,031.5% | +1,221.6% |
| 10Y | +3,695.8% | +21.1% | +3,674.8% | +2,657.3% |
| All | +16,011.1% | +718.3% | +15,292.7% | +3,737.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling