+365.4%
STX vs URI
+7.3%
+358.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +6.0% |
| 7D | +2.4% | -2.0% | +4.3% | +2.8% |
| 30D | +1.4% | -12.9% | +14.3% | +4.7% |
| 3M | -8.2% | -6.7% | -1.5% | -6.3% |
| 6M | +127.0% | +19.0% | +108.0% | +120.3% |
| YTD | +209.1% | +25.5% | +183.6% | +196.3% |
| 1Y | +365.4% | +5.5% | +359.9% | +333.7% |
| All | +365.4% | +7.3% | +358.1% | +333.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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