+1,490.7%
STX vs USAR
+74.5%
+1,416.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.3% | +6.2% | +6.5% |
| 7D | +10.7% | +2.3% | +8.4% | +10.6% |
| 30D | +11.3% | -8.6% | +19.9% | +11.9% |
| 3M | +3.2% | -20.5% | +23.7% | +4.3% |
| 6M | +157.0% | +1.2% | +155.8% | +157.4% |
| YTD | +229.2% | +48.4% | +180.8% | +226.2% |
| 1Y | +381.8% | +30.6% | +351.2% | +375.5% |
| 3Y | +1,383.2% | +73.6% | +1,309.5% | +1,401.6% |
| All | +1,490.7% | +74.5% | +1,416.2% | +1,503.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling