+73.2%
STX vs USAR
-50.4%
+123.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +6.5% | +3.3% | +8.0% |
| 7D | -14.8% | -1.1% | -13.7% | -14.3% |
| 30D | -35.4% | -30.3% | -5.1% | -29.4% |
| 3M | -37.7% | -54.7% | +17.0% | -24.9% |
| 6M | -35.2% | -67.5% | +32.3% | -18.0% |
| YTD | +84.4% | -26.4% | +110.8% | +91.1% |
| All | +73.2% | -50.4% | +123.5% | +90.6% |
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