+1,335.2%
STX vs NDAQ
+96.0%
+1,239.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.2% | +6.8% |
| 7D | +2.4% | -2.4% | +4.8% | +2.9% |
| 30D | +1.4% | +2.5% | -1.1% | +0.8% |
| 3M | -8.2% | +9.9% | -18.1% | -11.0% |
| 6M | +127.0% | +9.4% | +117.6% | +119.1% |
| YTD | +209.1% | +0.4% | +208.7% | +210.6% |
| 1Y | +365.4% | +4.0% | +361.4% | +358.2% |
| All | +1,335.2% | +96.0% | +1,239.2% | +1,062.6% |
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 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