+3,676.0%
STX vs EW
+124.3%
+3,551.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.5% | +10.0% | +7.5% |
| 7D | +10.7% | -4.4% | +15.2% | +12.1% |
| 30D | +11.3% | -3.3% | +14.6% | +12.1% |
| 3M | +3.2% | +1.0% | +2.2% | +2.1% |
| 6M | +157.0% | +6.2% | +150.8% | +149.8% |
| YTD | +229.2% | +1.7% | +227.5% | +224.0% |
| 1Y | +381.8% | +8.1% | +373.7% | +364.1% |
| 3Y | +1,383.2% | +17.1% | +1,366.1% | +1,230.6% |
| 5Y | +1,144.9% | -29.4% | +1,174.2% | +1,198.0% |
| 10Y | +3,676.0% | +121.7% | +3,554.3% | +2,942.4% |
| All | +3,676.0% | +124.3% | +3,551.7% | +2,942.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 10y: compounded portfolio wealth divided by compounded EW 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…
10y analysis · Full analysis span regression · 6 months rolling