+588.0%
STX vs URA
+36.0%
+552.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.6% | -3.4% |
| 7D | -28.5% | -4.1% | -24.4% | -26.7% |
| 30D | -42.9% | -19.0% | -23.9% | -36.3% |
| 3M | -45.9% | -25.1% | -20.8% | -37.8% |
| 6M | -41.3% | -44.5% | +3.2% | -22.9% |
| YTD | +67.9% | -24.3% | +92.3% | +94.5% |
| 1Y | +66.5% | -28.1% | +94.6% | +96.5% |
| 3Y | +588.0% | +40.7% | +547.3% | +527.8% |
| All | +588.0% | +36.0% | +552.0% | +527.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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