+17,056.4%
STX vs MDY
+1,045.6%
+16,010.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.7% | +7.1% | +7.2% |
| 7D | +10.7% | +1.0% | +9.7% | +9.5% |
| 30D | +11.3% | -3.1% | +14.4% | +15.3% |
| 3M | +3.2% | +1.8% | +1.4% | +1.6% |
| 6M | +157.0% | +10.8% | +146.2% | +133.5% |
| YTD | +229.2% | +14.4% | +214.8% | +190.1% |
| 1Y | +381.8% | +15.2% | +366.6% | +322.4% |
| 3Y | +1,383.2% | +51.2% | +1,332.0% | +882.5% |
| 5Y | +1,144.9% | +47.2% | +1,097.6% | +752.6% |
| 10Y | +3,676.0% | +171.1% | +3,504.9% | +1,211.6% |
| All | +17,056.4% | +1,045.6% | +16,010.8% | +1,101.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MDY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling