+891.0%
STX vs NU
+33.3%
+857.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.1% | -1.6% |
| 7D | +9.6% | -2.6% | +12.2% | +10.1% |
| 30D | +10.6% | +8.2% | +2.4% | +8.8% |
| 3M | +4.8% | +26.3% | -21.5% | 0.0% |
| 6M | +137.3% | +2.2% | +135.0% | +134.9% |
| YTD | +222.5% | -10.4% | +232.9% | +227.3% |
| 1Y | +366.2% | -3.0% | +369.2% | +366.5% |
| 3Y | +1,352.9% | +120.3% | +1,232.6% | +1,146.6% |
| All | +891.0% | +33.3% | +857.7% | +719.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling