+3,476.8%
STX vs NI
+143.3%
+3,333.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.5% |
| 7D | +8.0% | -0.6% | +8.6% | +8.2% |
| 30D | +5.1% | -1.4% | +6.5% | +5.7% |
| 3M | +5.8% | -10.6% | +16.3% | +9.4% |
| 6M | +124.9% | -9.9% | +134.8% | +131.6% |
| YTD | +213.9% | +1.2% | +212.7% | +210.4% |
| 1Y | +350.4% | +4.4% | +346.0% | +339.7% |
| 3Y | +1,314.2% | +68.6% | +1,245.6% | +1,058.6% |
| 5Y | +1,092.8% | +98.0% | +994.8% | +811.3% |
| All | +3,476.8% | +143.3% | +3,333.5% | +2,397.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling