+123.8%
STX vs NU
-24.1%
+147.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.3% | -11.4% | -9.0% |
| 7D | -20.2% | +0.2% | -20.4% | -20.2% |
| 30D | -37.2% | -21.0% | -16.2% | -33.3% |
| 3M | -34.1% | -16.3% | -17.7% | -32.0% |
| 6M | -24.5% | -15.3% | -9.1% | -22.0% |
| YTD | +102.9% | -28.4% | +131.3% | +132.1% |
| 1Y | +123.8% | -24.1% | +147.9% | +132.7% |
| All | +123.8% | -24.1% | +147.9% | +132.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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