+646.2%
STX vs DOW
-24.5%
+670.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.4% | +11.2% | +10.1% |
| 7D | -14.8% | -9.4% | -5.3% | -12.8% |
| 30D | -35.4% | +8.9% | -44.3% | -36.6% |
| 3M | -37.7% | +6.7% | -44.4% | -38.9% |
| 6M | -35.2% | -14.2% | -21.0% | -32.9% |
| YTD | +84.4% | +36.9% | +47.5% | +60.3% |
| 1Y | +82.3% | +45.8% | +36.5% | +54.6% |
| 3Y | +646.2% | -23.9% | +670.1% | +710.4% |
| All | +646.2% | -24.5% | +670.7% | +710.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling