+16,011.1%
STX vs URI
+12,112.1%
+3,899.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +5.8% |
| 7D | +2.4% | -2.0% | +4.3% | +3.0% |
| 30D | +1.4% | -12.9% | +14.3% | +6.1% |
| 3M | -8.2% | -6.7% | -1.5% | -6.2% |
| 6M | +127.0% | +19.0% | +108.0% | +112.3% |
| YTD | +209.1% | +25.5% | +183.6% | +181.6% |
| 1Y | +365.4% | +5.5% | +359.9% | +346.8% |
| 3Y | +1,135.4% | +111.3% | +1,024.1% | +830.0% |
| 5Y | +991.5% | +198.6% | +793.0% | +625.5% |
| 10Y | +3,695.8% | +1,179.9% | +2,515.9% | +1,373.5% |
| All | +16,011.1% | +12,112.1% | +3,899.0% | +2,598.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling