+2,071.0%
STX vs URI
+1,313.6%
+757.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +6.9% | +2.9% | +7.1% |
| 7D | -14.8% | -4.0% | -10.7% | -12.9% |
| 30D | -35.4% | +6.8% | -42.2% | -36.6% |
| 3M | -37.7% | -2.8% | -34.9% | -36.8% |
| 6M | -35.2% | +20.9% | -56.1% | -39.7% |
| YTD | +84.4% | +40.2% | +44.1% | +58.1% |
| 1Y | +82.3% | +34.1% | +48.2% | +59.2% |
| 3Y | +646.2% | +164.1% | +482.1% | +382.0% |
| 5Y | +487.4% | +199.3% | +288.1% | +250.1% |
| 10Y | +2,071.0% | +1,218.8% | +852.2% | +629.0% |
| All | +2,071.0% | +1,313.6% | +757.4% | +629.0% |
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