+2,071.0%
STX vs NDAQ
+484.3%
+1,586.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.3% | +8.5% | +9.2% |
| 7D | -14.8% | -0.1% | -14.6% | -14.6% |
| 30D | -35.4% | +15.9% | -51.2% | -40.0% |
| 3M | -37.7% | +15.1% | -52.8% | -42.0% |
| 6M | -35.2% | +22.9% | -58.1% | -42.8% |
| YTD | +84.4% | +12.8% | +71.5% | +68.9% |
| 1Y | +82.3% | +26.0% | +56.2% | +57.0% |
| 3Y | +646.2% | +119.7% | +526.5% | +365.7% |
| 5Y | +487.4% | +65.4% | +422.0% | +321.8% |
| 10Y | +2,071.0% | +469.3% | +1,601.8% | +641.4% |
| All | +2,071.0% | +484.3% | +1,586.7% | +641.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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