+1,883.6%
STX vs URI
+1,374.0%
+509.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.6% |
| 7D | -28.5% | -9.8% | -18.7% | -25.3% |
| 30D | -42.9% | +1.7% | -44.7% | -43.0% |
| 3M | -45.9% | -9.1% | -36.9% | -43.8% |
| 6M | -41.3% | +9.9% | -51.1% | -43.3% |
| YTD | +67.9% | +31.2% | +36.7% | +47.9% |
| 1Y | +66.5% | +25.9% | +40.6% | +49.2% |
| 3Y | +588.0% | +147.4% | +440.6% | +359.0% |
| 5Y | +449.1% | +179.7% | +269.3% | +238.9% |
| All | +1,883.6% | +1,374.0% | +509.7% | +629.2% |
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