+5,728.6%
STX vs URA
-51.6%
+5,780.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.6% | -3.0% |
| 7D | -28.5% | -4.1% | -24.4% | -27.0% |
| 30D | -42.9% | -19.0% | -23.9% | -37.4% |
| 3M | -45.9% | -25.1% | -20.8% | -39.2% |
| 6M | -41.3% | -44.5% | +3.2% | -25.4% |
| YTD | +67.9% | -24.3% | +92.3% | +88.9% |
| 1Y | +66.5% | -28.1% | +94.6% | +91.1% |
| 3Y | +588.0% | +40.7% | +547.3% | +487.2% |
| 5Y | +449.1% | +35.5% | +413.6% | +354.8% |
| 10Y | +1,982.8% | +281.2% | +1,701.7% | +927.8% |
| All | +5,728.6% | -51.6% | +5,780.3% | +5,167.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling