+1,442.6%
STX vs DOW
-6.9%
+1,449.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +3.4% | +6.6% | +8.7% |
| 7D | -1.0% | -0.5% | -0.5% | -0.6% |
| 30D | -26.8% | +15.7% | -42.5% | -30.8% |
| 3M | -32.7% | +5.3% | -38.0% | -34.4% |
| 6M | -33.7% | -14.2% | -19.5% | -30.5% |
| YTD | +101.0% | +43.9% | +57.1% | +65.0% |
| 1Y | +92.7% | +53.1% | +39.6% | +53.3% |
| 3Y | +708.7% | -21.8% | +730.5% | +735.9% |
| 5Y | +504.0% | -28.3% | +532.3% | +549.0% |
| All | +1,442.6% | -6.9% | +1,449.6% | +1,230.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling