+11.3%
SBUX vs NTR
+36.8%
-25.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -5.5% | -1.3% | -4.2% | -5.3% |
| 30D | -8.5% | +16.8% | -25.2% | -10.6% |
| 3M | -2.9% | +20.7% | -23.7% | -5.8% |
| 6M | -1.5% | +0.5% | -2.1% | -1.7% |
| YTD | +19.4% | +29.2% | -9.8% | +13.3% |
| 1Y | +22.9% | +39.6% | -16.6% | +14.3% |
| 3Y | +11.3% | +37.9% | -26.6% | +1.8% |
| All | +11.3% | +36.8% | -25.5% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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