+673.8%
STX vs URI
+153.1%
+520.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.6% |
| 7D | +14.6% | +6.7% | +7.9% | +12.0% |
| 30D | -26.0% | +8.9% | -34.8% | -27.7% |
| 3M | -42.6% | +0.5% | -43.1% | -42.4% |
| 6M | -35.3% | +20.7% | -55.9% | -39.0% |
| YTD | +92.5% | +40.0% | +52.4% | +67.5% |
| 1Y | +102.4% | +34.4% | +68.0% | +79.3% |
| 3Y | +673.8% | +149.5% | +524.4% | +428.8% |
| All | +673.8% | +153.1% | +520.7% | +428.8% |
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