+2,272.7%
STX vs DOW
-15.8%
+2,288.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.0% | +9.4% | +7.5% |
| 7D | +2.4% | -2.4% | +4.7% | +3.2% |
| 30D | +1.4% | +0.4% | +1.0% | +0.9% |
| 3M | -8.2% | -14.4% | +6.2% | -3.3% |
| 6M | +127.0% | -7.0% | +134.0% | +126.8% |
| YTD | +209.1% | +30.2% | +178.9% | +164.5% |
| 1Y | +365.4% | +29.2% | +336.2% | +294.1% |
| 3Y | +1,135.4% | -36.7% | +1,172.1% | +1,301.2% |
| 5Y | +991.5% | -37.7% | +1,029.2% | +1,140.4% |
| All | +2,272.7% | -15.8% | +2,288.5% | +2,033.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling