+1,341.4%
STX vs NVD
-99.2%
+1,440.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.9% | -3.9% | -1.7% |
| 7D | +9.6% | +0.5% | +9.0% | +9.7% |
| 30D | +10.6% | -9.3% | +19.9% | +9.4% |
| 3M | +4.8% | -22.1% | +26.9% | +2.4% |
| 6M | +137.3% | -45.8% | +183.1% | +121.2% |
| YTD | +222.5% | -46.7% | +269.2% | +203.4% |
| 1Y | +366.2% | -59.5% | +425.7% | +329.5% |
| 3Y | +1,352.9% | -99.2% | +1,452.1% | +796.2% |
| All | +1,341.4% | -99.2% | +1,440.6% | +789.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 5y: compounded portfolio wealth divided by compounded NVD 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…
5y analysis · Full analysis span regression · 6 months rolling