+3,621.5%
STX vs EMR
+266.1%
+3,355.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.9% | -1.3% |
| 7D | +9.6% | +0.9% | +8.7% | +9.0% |
| 30D | +10.6% | -5.0% | +15.6% | +13.9% |
| 3M | +4.8% | +5.9% | -1.1% | +1.2% |
| 6M | +137.3% | +7.3% | +129.9% | +127.0% |
| YTD | +222.5% | +14.6% | +207.9% | +194.5% |
| 1Y | +366.2% | +15.6% | +350.6% | +322.9% |
| 3Y | +1,352.9% | +60.2% | +1,292.7% | +981.5% |
| 5Y | +1,077.4% | +65.8% | +1,011.6% | +751.8% |
| 10Y | +3,621.5% | +277.4% | +3,344.1% | +1,536.9% |
| All | +3,621.5% | +266.1% | +3,355.4% | +1,536.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EMR 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling