+3,676.0%
STX vs NDAQ
+372.3%
+3,303.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.9% | +8.4% | +7.4% |
| 7D | +10.7% | -2.6% | +13.3% | +11.9% |
| 30D | +11.3% | +0.5% | +10.8% | +10.8% |
| 3M | +3.2% | +9.9% | -6.7% | -3.5% |
| 6M | +157.0% | +8.2% | +148.8% | +140.4% |
| YTD | +229.2% | -1.5% | +230.7% | +222.7% |
| 1Y | +381.8% | +1.3% | +380.5% | +362.5% |
| 3Y | +1,383.2% | +92.6% | +1,290.6% | +884.1% |
| 5Y | +1,144.9% | +53.8% | +1,091.1% | +822.0% |
| 10Y | +3,676.0% | +376.0% | +3,300.1% | +1,308.5% |
| All | +3,676.0% | +372.3% | +3,303.7% | +1,308.5% |
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