+73.2%
STX vs NDAQ
+26.1%
+47.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.3% | +8.5% | +10.0% |
| 7D | -14.8% | -0.1% | -14.6% | -14.7% |
| 30D | -35.4% | +15.9% | -51.2% | -33.6% |
| 3M | -37.7% | +15.1% | -52.8% | -36.3% |
| 6M | -35.2% | +22.9% | -58.1% | -32.2% |
| YTD | +84.4% | +12.8% | +71.5% | +101.2% |
| All | +73.2% | +26.1% | +47.1% | +64.6% |
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