+1,967.8%
STX vs URI
+1,189.1%
+778.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.1% |
| 7D | -17.3% | -6.0% | -11.3% | -14.8% |
| 30D | -35.9% | +4.6% | -40.5% | -36.7% |
| 3M | -37.3% | -2.7% | -34.6% | -36.5% |
| 6M | -35.8% | +18.4% | -54.2% | -39.8% |
| YTD | +82.7% | +37.4% | +45.4% | +57.9% |
| 1Y | +71.6% | +30.4% | +41.3% | +51.6% |
| 3Y | +635.3% | +147.9% | +487.4% | +387.2% |
| 5Y | +483.8% | +202.1% | +281.7% | +247.1% |
| 10Y | +1,967.8% | +1,182.4% | +785.3% | +599.2% |
| All | +1,967.8% | +1,189.1% | +778.7% | +599.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling