+1,302.6%
STX vs DOW
-10.0%
+1,312.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.5% |
| 7D | -17.3% | -6.8% | -10.4% | -14.9% |
| 30D | -35.9% | +10.8% | -46.7% | -38.5% |
| 3M | -37.3% | +4.1% | -41.5% | -38.8% |
| 6M | -35.8% | -12.7% | -23.1% | -33.2% |
| YTD | +82.7% | +39.2% | +43.5% | +51.7% |
| 1Y | +71.6% | +49.5% | +22.2% | +37.6% |
| 3Y | +635.3% | -24.4% | +659.6% | +668.8% |
| 5Y | +483.8% | -29.6% | +513.3% | +530.8% |
| All | +1,302.6% | -10.0% | +1,312.5% | +1,123.6% |
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