+2,071.0%
STX vs HD
+272.9%
+1,798.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.9% | +6.9% | +8.4% |
| 7D | -14.8% | +3.6% | -18.4% | -16.3% |
| 30D | -35.4% | +21.6% | -56.9% | -41.7% |
| 3M | -37.7% | +0.1% | -37.8% | -38.5% |
| 6M | -35.2% | +13.0% | -48.2% | -41.2% |
| YTD | +84.4% | +4.9% | +79.5% | +73.3% |
| 1Y | +82.3% | -2.1% | +84.3% | +77.7% |
| 3Y | +646.2% | +32.6% | +613.6% | +494.6% |
| 5Y | +487.4% | +8.2% | +479.2% | +418.5% |
| 10Y | +2,071.0% | +257.9% | +1,813.1% | +934.5% |
| All | +2,071.0% | +272.9% | +1,798.1% | +934.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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