+350.4%
STX vs UL
-10.0%
+360.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -3.6% |
| 7D | +8.0% | -4.1% | +12.0% | +4.9% |
| 30D | +5.1% | -1.2% | +6.3% | +4.6% |
| 3M | +5.8% | +6.0% | -0.2% | +9.9% |
| 6M | +124.9% | -5.5% | +130.4% | +132.3% |
| YTD | +213.9% | -3.3% | +217.2% | +230.1% |
| 1Y | +350.4% | -9.8% | +360.2% | +366.7% |
| All | +350.4% | -10.0% | +360.4% | +366.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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