+1,019.5%
STX vs U
-68.9%
+1,088.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.3% | +6.5% |
| 7D | +2.4% | -3.8% | +6.2% | +3.0% |
| 30D | +1.4% | +17.5% | -16.1% | -1.6% |
| 3M | -8.2% | +38.7% | -46.9% | -13.6% |
| 6M | +127.0% | +104.4% | +22.6% | +98.8% |
| YTD | +209.1% | -5.7% | +214.8% | +203.2% |
| 1Y | +365.4% | +3.7% | +361.7% | +346.9% |
| 3Y | +1,135.4% | +12.3% | +1,123.1% | +1,005.1% |
| All | +1,019.5% | -68.9% | +1,088.4% | +981.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling