+92.7%
STX vs URI
+36.3%
+56.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +4.2% | +5.8% | +8.4% |
| 7D | -1.0% | +2.6% | -3.5% | -1.6% |
| 30D | -26.8% | +9.1% | -35.8% | -28.2% |
| 3M | -32.7% | +1.0% | -33.7% | -32.7% |
| 6M | -33.7% | +23.3% | -57.1% | -36.2% |
| YTD | +101.0% | +43.3% | +57.7% | +74.0% |
| 1Y | +92.7% | +35.9% | +56.8% | +73.7% |
| All | +92.7% | +36.3% | +56.4% | +73.7% |
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