+1,383.2%
STX vs ON
-28.0%
+1,411.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.4% | +10.9% | +8.2% |
| 7D | +10.7% | -2.2% | +12.9% | +11.5% |
| 30D | +11.3% | -12.4% | +23.7% | +17.4% |
| 3M | +3.2% | -41.2% | +44.4% | +25.5% |
| 6M | +157.0% | +25.0% | +132.0% | +141.6% |
| YTD | +229.2% | +31.3% | +197.9% | +205.4% |
| 1Y | +381.8% | +45.4% | +336.4% | +329.9% |
| 3Y | +1,383.2% | -27.4% | +1,410.6% | +1,338.3% |
| All | +1,383.2% | -28.0% | +1,411.2% | +1,338.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling