+1,407.6%
STX vs NI
+70.9%
+1,336.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.2% | +5.3% | +6.2% |
| 7D | +10.7% | +2.3% | +8.4% | +10.1% |
| 30D | +11.3% | -1.7% | +12.9% | +11.8% |
| 3M | +3.2% | -8.0% | +11.2% | +4.6% |
| 6M | +157.0% | -8.6% | +165.6% | +160.3% |
| YTD | +229.2% | +2.3% | +226.9% | +222.2% |
| 1Y | +381.8% | +6.9% | +374.9% | +364.6% |
| All | +1,407.6% | +70.9% | +1,336.7% | +1,196.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling