+365.4%
STX vs NTR
+43.1%
+322.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.6% | +7.9% | +6.3% |
| 7D | +2.4% | +8.1% | -5.8% | +2.2% |
| 30D | +1.4% | +18.8% | -17.4% | +1.1% |
| 3M | -8.2% | +16.2% | -24.4% | -8.4% |
| 6M | +127.0% | +9.8% | +117.3% | +125.5% |
| YTD | +209.1% | +30.9% | +178.3% | +218.3% |
| 1Y | +365.4% | +41.8% | +323.7% | +389.4% |
| All | +365.4% | +43.1% | +322.3% | +389.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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