+588.0%
STX vs NDAQ
+122.6%
+465.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -28.5% | +0.8% | -29.3% | -28.6% |
| 30D | -42.9% | +16.5% | -59.4% | -45.1% |
| 3M | -45.9% | +13.5% | -59.4% | -47.7% |
| 6M | -41.3% | +20.9% | -62.2% | -44.7% |
| YTD | +67.9% | +11.4% | +56.5% | +64.4% |
| 1Y | +66.5% | +25.9% | +40.6% | +51.7% |
| 3Y | +588.0% | +119.9% | +468.1% | +350.0% |
| All | +588.0% | +122.6% | +465.4% | +350.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling