+1,376.8%
STX vs MDY
+48.7%
+1,328.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -1.0% | -0.8% |
| 7D | +9.6% | -0.8% | +10.3% | +10.5% |
| 30D | +10.6% | -3.9% | +14.5% | +16.2% |
| 3M | +4.8% | 0.0% | +4.8% | +5.4% |
| 6M | +137.3% | +8.5% | +128.7% | +118.7% |
| YTD | +222.5% | +13.2% | +209.3% | +185.2% |
| 1Y | +366.2% | +15.0% | +351.2% | +306.8% |
| All | +1,376.8% | +48.7% | +1,328.2% | +958.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling