+3,676.0%
STX vs HD
+204.3%
+3,471.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.3% | +8.8% | +7.6% |
| 7D | +10.7% | -1.2% | +11.9% | +11.3% |
| 30D | +11.3% | -11.1% | +22.4% | +17.6% |
| 3M | +3.2% | +2.0% | +1.2% | -0.4% |
| 6M | +157.0% | -10.5% | +167.4% | +165.4% |
| YTD | +229.2% | -6.9% | +236.1% | +231.3% |
| 1Y | +381.8% | -23.2% | +405.0% | +437.9% |
| 3Y | +1,383.2% | +3.1% | +1,380.1% | +1,269.5% |
| 5Y | +1,144.9% | +7.4% | +1,137.5% | +1,000.9% |
| 10Y | +3,676.0% | +205.0% | +3,471.0% | +1,742.2% |
| All | +3,676.0% | +204.3% | +3,471.7% | +1,742.2% |
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