+491.4%
STX vs NU
+17.5%
+473.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +11.7% | -14.8% | -5.3% |
| 7D | +14.6% | +9.9% | +4.7% | +12.5% |
| 30D | -26.0% | -11.5% | -14.5% | -24.7% |
| 3M | -42.6% | -5.1% | -37.5% | -42.7% |
| 6M | -35.3% | +3.1% | -38.4% | -36.5% |
| YTD | +92.5% | -21.0% | +113.5% | +98.3% |
| 1Y | +102.4% | -15.2% | +117.6% | +105.8% |
| 3Y | +673.8% | +56.4% | +617.4% | +597.2% |
| All | +491.4% | +17.5% | +473.9% | +396.6% |
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