+123.8%
STX vs NI
+9.5%
+114.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.5% | -9.6% | -8.1% |
| 7D | -20.2% | +3.9% | -24.1% | -20.3% |
| 30D | -37.2% | +15.3% | -52.5% | -38.2% |
| 3M | -34.1% | +2.4% | -36.4% | -33.1% |
| 6M | -24.5% | -4.5% | -19.9% | -21.9% |
| YTD | +102.9% | +11.4% | +91.6% | +69.3% |
| 1Y | +123.8% | +8.5% | +115.3% | +96.6% |
| All | +123.8% | +9.5% | +114.3% | +96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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