+102.4%
STX vs NI
+8.7%
+93.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.2% |
| 7D | +14.6% | +4.3% | +10.3% | +14.0% |
| 30D | -26.0% | +12.4% | -38.3% | -26.4% |
| 3M | -42.6% | +10.2% | -52.8% | -42.4% |
| 6M | -35.3% | -0.8% | -34.5% | -34.6% |
| YTD | +92.5% | +13.2% | +79.2% | +61.7% |
| 1Y | +102.4% | +10.1% | +92.3% | +79.0% |
| All | +102.4% | +8.7% | +93.7% | +79.0% |
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