+3,621.5%
STX vs ON
+564.6%
+3,056.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | +9.6% | -1.9% | +11.5% | +10.2% |
| 30D | +10.6% | -11.0% | +21.6% | +15.7% |
| 3M | +4.8% | -39.3% | +44.1% | +25.7% |
| 6M | +137.3% | +19.8% | +117.4% | +121.5% |
| YTD | +222.5% | +31.1% | +191.4% | +191.7% |
| 1Y | +366.2% | +46.0% | +320.2% | +301.9% |
| 3Y | +1,352.9% | -27.5% | +1,380.4% | +1,377.6% |
| 5Y | +1,077.4% | +56.9% | +1,020.5% | +765.6% |
| 10Y | +3,621.5% | +591.8% | +3,029.7% | +1,428.9% |
| All | +3,621.5% | +564.6% | +3,056.9% | +1,428.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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