+1,383.2%
STX vs SPXU
-80.6%
+1,463.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.7% | +4.8% | +7.4% |
| 7D | +10.7% | -1.5% | +12.2% | +9.7% |
| 30D | +11.3% | +3.7% | +7.6% | +13.6% |
| 3M | +3.2% | -9.6% | +12.8% | -0.4% |
| 6M | +157.0% | -32.4% | +189.3% | +119.8% |
| YTD | +229.2% | -28.7% | +257.9% | +192.4% |
| 1Y | +381.8% | -38.2% | +420.1% | +308.8% |
| 3Y | +1,383.2% | -80.4% | +1,463.6% | +812.9% |
| All | +1,383.2% | -80.6% | +1,463.7% | +812.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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