+8,757.3%
STX vs DIS
+810.9%
+7,946.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -1.5% | -14.8% | -15.5% |
| 7D | -33.4% | +5.7% | -39.1% | -35.4% |
| 30D | -42.1% | +12.7% | -54.8% | -45.8% |
| 3M | -44.3% | +15.2% | -59.5% | -48.9% |
| 6M | -39.4% | +17.6% | -57.0% | -46.1% |
| YTD | +70.0% | +3.8% | +66.1% | +59.7% |
| 1Y | +70.2% | +6.8% | +63.4% | +57.3% |
| 3Y | +585.2% | +42.1% | +543.0% | +425.9% |
| 5Y | +455.7% | -31.2% | +486.8% | +522.0% |
| 10Y | +2,007.9% | +37.6% | +1,970.2% | +1,319.5% |
| All | +8,757.3% | +810.9% | +7,946.4% | +1,880.0% |
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 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