+1,337.5%
STX vs NTR
+37.3%
+1,300.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.2% | -2.3% |
| 7D | +8.0% | -2.5% | +10.4% | +8.4% |
| 30D | +5.1% | +17.0% | -11.9% | +2.5% |
| 3M | +5.8% | +22.2% | -16.4% | +2.3% |
| 6M | +124.9% | +5.2% | +119.8% | +121.8% |
| YTD | +213.9% | +29.7% | +184.2% | +198.8% |
| 1Y | +350.4% | +39.4% | +311.0% | +320.3% |
| All | +1,337.5% | +37.3% | +1,300.3% | +1,206.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling