+3,476.8%
STX vs MDY
+175.0%
+3,301.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.7% | -1.7% |
| 7D | +8.0% | -2.5% | +10.5% | +10.7% |
| 30D | +5.1% | -5.0% | +10.1% | +10.9% |
| 3M | +5.8% | +0.5% | +5.3% | +5.7% |
| 6M | +124.9% | +8.0% | +116.9% | +111.0% |
| YTD | +213.9% | +12.2% | +201.7% | +184.9% |
| 1Y | +350.4% | +14.0% | +336.4% | +303.4% |
| 3Y | +1,314.2% | +48.2% | +1,266.0% | +894.1% |
| 5Y | +1,092.8% | +46.1% | +1,046.7% | +756.2% |
| All | +3,476.8% | +175.0% | +3,301.9% | +1,293.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling