+102.4%
STX vs DOW
+56.5%
+45.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.1% |
| 7D | +14.6% | +5.2% | +9.4% | +14.3% |
| 30D | -26.0% | +13.2% | -39.2% | -26.1% |
| 3M | -42.6% | +10.1% | -52.7% | -42.6% |
| 6M | -35.3% | -13.1% | -22.2% | -34.0% |
| YTD | +92.5% | +46.1% | +46.3% | +68.1% |
| 1Y | +102.4% | +50.0% | +52.4% | +74.5% |
| All | +102.4% | +56.5% | +45.9% | +74.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling