+2,108.4%
STX vs URI
+1,246.1%
+862.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +4.2% | +5.8% | +8.3% |
| 7D | -1.0% | +2.6% | -3.5% | -1.4% |
| 30D | -26.8% | +9.1% | -35.8% | -28.7% |
| 3M | -32.7% | +1.0% | -33.7% | -32.7% |
| 6M | -33.7% | +23.3% | -57.1% | -38.8% |
| YTD | +101.0% | +43.3% | +57.7% | +71.0% |
| 1Y | +92.7% | +35.9% | +56.8% | +67.6% |
| 3Y | +708.7% | +158.6% | +550.1% | +427.7% |
| 5Y | +504.0% | +213.1% | +290.9% | +254.5% |
| 10Y | +2,108.4% | +1,213.1% | +895.3% | +641.2% |
| All | +2,108.4% | +1,246.1% | +862.2% | +641.2% |
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