+102.4%
STX vs U
+33.7%
+68.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.2% | -8.3% | -3.3% |
| 7D | +14.6% | +2.6% | +12.0% | +14.5% |
| 30D | -26.0% | +27.6% | -53.5% | -27.2% |
| 3M | -42.6% | +15.3% | -57.9% | -43.0% |
| 6M | -35.3% | +96.4% | -131.7% | -39.1% |
| YTD | +92.5% | +19.6% | +72.9% | +107.7% |
| 1Y | +102.4% | +42.1% | +60.3% | +94.0% |
| All | +102.4% | +33.7% | +68.7% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling