+673.8%
STX vs USAR
-20.4%
+694.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.2% |
| 7D | +14.6% | -0.8% | +15.4% | +14.7% |
| 30D | -26.0% | -20.9% | -5.0% | -24.5% |
| 3M | -42.6% | -56.2% | +13.5% | -39.1% |
| 6M | -35.3% | -67.9% | +32.6% | -30.4% |
| YTD | +92.5% | -31.4% | +123.9% | +101.8% |
| 1Y | +102.4% | -45.1% | +147.4% | +112.9% |
| 3Y | +673.8% | -20.3% | +694.1% | +800.3% |
| All | +673.8% | -20.4% | +694.2% | +800.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling