+646.2%
STX vs NU
+48.2%
+598.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.7% | +7.1% | +9.1% |
| 7D | -14.8% | +6.4% | -21.1% | -16.1% |
| 30D | -35.4% | -23.3% | -12.0% | -31.1% |
| 3M | -37.7% | -10.7% | -27.0% | -36.8% |
| 6M | -35.2% | -10.4% | -24.8% | -34.6% |
| YTD | +84.4% | -26.2% | +110.6% | +96.5% |
| 1Y | +82.3% | -22.1% | +104.4% | +91.3% |
| 3Y | +646.2% | +49.6% | +596.6% | +518.6% |
| All | +646.2% | +48.2% | +598.0% | +518.6% |
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 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