+1,972.8%
STX vs NI
+197.8%
+1,775.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.3% |
| 7D | +14.6% | +4.3% | +10.3% | +13.1% |
| 30D | -26.0% | +12.4% | -38.3% | -28.8% |
| 3M | -42.6% | +10.2% | -52.8% | -44.5% |
| 6M | -35.3% | -0.8% | -34.5% | -35.5% |
| YTD | +92.5% | +13.2% | +79.2% | +83.1% |
| 1Y | +102.4% | +10.1% | +92.3% | +94.5% |
| 3Y | +673.8% | +103.1% | +570.7% | +495.6% |
| 5Y | +463.1% | +115.5% | +347.5% | +318.4% |
| All | +1,972.8% | +197.8% | +1,775.0% | +1,261.1% |
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