+200.7%
STT vs SPXU
-80.6%
+281.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -0.6% |
| 7D | +2.2% | -1.5% | +3.6% | +1.7% |
| 30D | +3.9% | +3.7% | +0.2% | +5.3% |
| 3M | +19.2% | -9.6% | +28.7% | +15.9% |
| 6M | +60.4% | -32.4% | +92.7% | +42.5% |
| YTD | +51.5% | -28.7% | +80.1% | +38.1% |
| 1Y | +76.3% | -38.2% | +114.5% | +54.6% |
| 3Y | +200.7% | -80.4% | +281.2% | +98.3% |
| All | +200.7% | -80.6% | +281.3% | +98.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling