+1,184.4%
STX vs USB
+95.2%
+1,089.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.6% | +6.4% |
| 7D | +2.4% | +1.4% | +0.9% | +1.7% |
| 30D | +1.4% | -1.3% | +2.7% | +2.0% |
| 3M | -8.2% | +15.2% | -23.5% | -14.0% |
| 6M | +127.0% | +18.8% | +108.2% | +109.3% |
| YTD | +209.1% | +21.0% | +188.1% | +182.1% |
| 1Y | +365.4% | +34.0% | +331.4% | +305.2% |
| All | +1,184.4% | +95.2% | +1,089.2% | +902.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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