+10,374.7%
STX vs DIS
+829.8%
+9,544.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.4% | +9.6% | +9.8% |
| 7D | -1.0% | +0.6% | -1.5% | -1.0% |
| 30D | -26.8% | +10.3% | -37.0% | -30.5% |
| 3M | -32.7% | +15.6% | -48.3% | -38.3% |
| 6M | -33.7% | +15.1% | -48.9% | -40.1% |
| YTD | +101.0% | +6.0% | +95.0% | +87.1% |
| 1Y | +92.7% | +5.7% | +87.0% | +79.5% |
| 3Y | +708.7% | +39.8% | +668.9% | +529.0% |
| 5Y | +504.0% | -23.9% | +527.9% | +543.5% |
| 10Y | +2,108.4% | +32.9% | +2,075.4% | +1,423.4% |
| All | +10,374.7% | +829.8% | +9,544.9% | +2,219.3% |
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