+850.0%
STX vs NU
+36.6%
+813.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.0% | +8.3% | +6.7% |
| 7D | +2.4% | +7.5% | -5.1% | +0.9% |
| 30D | +1.4% | +6.1% | -4.8% | +0.1% |
| 3M | -8.2% | +26.8% | -35.0% | -12.5% |
| 6M | +127.0% | +2.5% | +124.6% | +124.7% |
| YTD | +209.1% | -8.2% | +217.3% | +212.3% |
| 1Y | +365.4% | +3.4% | +362.1% | +360.5% |
| 3Y | +1,135.4% | +116.2% | +1,019.2% | +962.2% |
| All | +850.0% | +36.6% | +813.4% | +682.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling