+98.7%
NI vs STT
+178.8%
-80.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.2% | -1.2% | +1.4% |
| 7D | +0.4% | +0.9% | -0.5% | +0.3% |
| 30D | +11.3% | -2.3% | +13.6% | +11.8% |
| 3M | +6.5% | -7.0% | +13.4% | +7.9% |
| 6M | -2.3% | +15.5% | -17.7% | -5.6% |
| YTD | +10.8% | +35.6% | -24.8% | +2.5% |
| 1Y | +6.2% | +47.9% | -41.6% | -4.1% |
| 3Y | +98.7% | +181.1% | -82.4% | +44.5% |
| All | +98.7% | +178.8% | -80.1% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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