+1,377.1%
STX vs DOW
-5.5%
+1,382.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | +14.6% | +5.2% | +9.4% | +12.5% |
| 30D | -26.0% | +13.2% | -39.2% | -29.4% |
| 3M | -42.6% | +10.1% | -52.7% | -45.0% |
| 6M | -35.3% | -13.1% | -22.2% | -32.4% |
| YTD | +92.5% | +46.1% | +46.3% | +57.0% |
| 1Y | +102.4% | +50.0% | +52.4% | +62.9% |
| 3Y | +673.8% | -20.2% | +694.1% | +693.4% |
| 5Y | +463.1% | -27.7% | +490.7% | +502.9% |
| All | +1,377.1% | -5.5% | +1,382.6% | +1,166.5% |
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