+381.8%
STX vs NDAQ
+2.6%
+379.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.9% | +8.4% | +6.0% |
| 7D | +10.7% | -2.6% | +13.3% | +10.1% |
| 30D | +11.3% | +0.5% | +10.8% | +11.4% |
| 3M | +3.2% | +9.9% | -6.7% | +6.2% |
| 6M | +157.0% | +8.2% | +148.8% | +163.5% |
| YTD | +229.2% | -1.5% | +230.7% | +243.4% |
| 1Y | +381.8% | +1.3% | +380.5% | +412.1% |
| All | +381.8% | +2.6% | +379.3% | +412.1% |
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