+341.8%
STX vs UUUU
+9.0%
+332.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.3% | +3.7% | -1.2% |
| 7D | +8.0% | -5.0% | +13.0% | +9.3% |
| 30D | +5.1% | -7.8% | +12.9% | +6.8% |
| 3M | +5.8% | -0.4% | +6.2% | +5.2% |
| 6M | +124.9% | -32.9% | +157.8% | +136.9% |
| YTD | +213.9% | -6.3% | +220.2% | +221.3% |
| All | +341.8% | +9.0% | +332.8% | +315.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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