+366.2%
STX vs DOW
+29.4%
+336.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -2.0% |
| 7D | +9.6% | -6.0% | +15.6% | +10.1% |
| 30D | +10.6% | -2.7% | +13.3% | +10.8% |
| 3M | +4.8% | -10.5% | +15.3% | +5.9% |
| 6M | +137.3% | -12.4% | +149.7% | +137.3% |
| YTD | +222.5% | +30.0% | +192.5% | +199.2% |
| 1Y | +366.2% | +27.8% | +338.4% | +325.8% |
| All | +366.2% | +29.4% | +336.8% | +325.8% |
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