+123.8%
STX vs USAR
-49.3%
+173.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -5.9% | -2.3% | -6.6% |
| 7D | -20.2% | -21.8% | +1.6% | -14.9% |
| 30D | -37.2% | -39.9% | +2.7% | -29.0% |
| 3M | -34.1% | -52.5% | +18.5% | -21.7% |
| 6M | -24.5% | -67.9% | +43.5% | -3.8% |
| YTD | +102.9% | -31.1% | +134.0% | +114.2% |
| 1Y | +123.8% | -49.8% | +173.6% | +150.2% |
| All | +123.8% | -49.3% | +173.1% | +150.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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