+365.4%
STX vs NDAQ
+4.3%
+361.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.2% | +5.9% |
| 7D | +2.4% | -2.4% | +4.8% | +1.8% |
| 30D | +1.4% | +2.5% | -1.1% | +2.0% |
| 3M | -8.2% | +9.9% | -18.1% | -5.0% |
| 6M | +127.0% | +9.4% | +117.6% | +134.2% |
| YTD | +209.1% | +0.4% | +208.7% | +223.7% |
| 1Y | +365.4% | +4.0% | +361.4% | +402.3% |
| All | +365.4% | +4.3% | +361.1% | +402.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling