+102.4%
STX vs NU
-17.6%
+120.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +11.7% | -14.8% | -6.1% |
| 7D | +14.6% | +9.9% | +4.7% | +11.7% |
| 30D | -26.0% | -11.5% | -14.5% | -24.0% |
| 3M | -42.6% | -5.1% | -37.5% | -43.0% |
| 6M | -35.3% | +3.1% | -38.4% | -37.9% |
| YTD | +92.5% | -21.0% | +113.5% | +114.1% |
| 1Y | +102.4% | -15.2% | +117.6% | +120.6% |
| All | +102.4% | -17.6% | +120.0% | +120.6% |
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 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