+1,383.2%
STX vs NU
+124.8%
+1,258.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.3% | +6.7% | +6.6% |
| 7D | +10.7% | +6.0% | +4.7% | +8.9% |
| 30D | +11.3% | +10.8% | +0.5% | +8.0% |
| 3M | +3.2% | +32.2% | -28.9% | -4.6% |
| 6M | +157.0% | +5.1% | +151.8% | +151.4% |
| YTD | +229.2% | -8.4% | +237.6% | +234.6% |
| 1Y | +381.8% | +0.7% | +381.1% | +378.3% |
| 3Y | +1,383.2% | +125.1% | +1,258.1% | +1,152.5% |
| All | +1,383.2% | +124.8% | +1,258.4% | +1,152.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling