+260.3%
STT vs SPXU
-99.5%
+359.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | +0.5% |
| 7D | -1.4% | +6.4% | -7.7% | +1.2% |
| 30D | +2.2% | +5.9% | -3.8% | +4.8% |
| 3M | +18.8% | -11.7% | +30.5% | +13.8% |
| 6M | +57.9% | -28.7% | +86.6% | +40.1% |
| YTD | +51.0% | -26.4% | +77.4% | +36.9% |
| 1Y | +77.1% | -35.2% | +112.4% | +54.0% |
| 3Y | +199.8% | -79.8% | +279.6% | +80.1% |
| 5Y | +156.0% | -86.1% | +242.0% | +61.3% |
| All | +260.3% | -99.5% | +359.9% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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