+3,476.8%
STX vs MKTX
+5.1%
+3,471.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.6% |
| 7D | +8.0% | -0.2% | +8.1% | +8.0% |
| 30D | +5.1% | +0.8% | +4.3% | +4.9% |
| 3M | +5.8% | +41.1% | -35.4% | -1.4% |
| 6M | +124.9% | -9.5% | +134.5% | +127.7% |
| YTD | +213.9% | -8.7% | +222.6% | +216.3% |
| 1Y | +350.4% | -10.0% | +360.4% | +353.7% |
| 3Y | +1,314.2% | -24.6% | +1,338.8% | +1,335.1% |
| 5Y | +1,092.8% | -60.3% | +1,153.1% | +1,295.6% |
| All | +3,476.8% | +5.1% | +3,471.7% | +2,655.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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