+646.2%
STX vs URI
+161.0%
+485.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +6.9% | +2.9% | +7.1% |
| 7D | -14.8% | -4.0% | -10.7% | -13.1% |
| 30D | -35.4% | +6.8% | -42.2% | -36.5% |
| 3M | -37.7% | -2.8% | -34.9% | -36.8% |
| 6M | -35.2% | +20.9% | -56.1% | -39.1% |
| YTD | +84.4% | +40.2% | +44.1% | +60.3% |
| 1Y | +82.3% | +34.1% | +48.2% | +61.6% |
| 3Y | +646.2% | +164.1% | +482.1% | +408.5% |
| All | +646.2% | +161.0% | +485.3% | +408.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling