+1,092.8%
STX vs UUUU
+111.0%
+981.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.3% | +3.7% | -1.4% |
| 7D | +8.0% | -5.0% | +13.0% | +9.1% |
| 30D | +5.1% | -7.8% | +12.9% | +6.5% |
| 3M | +5.8% | -0.4% | +6.2% | +5.4% |
| 6M | +124.9% | -32.9% | +157.8% | +138.3% |
| YTD | +213.9% | -6.3% | +220.2% | +210.3% |
| 1Y | +350.4% | +7.9% | +342.5% | +319.6% |
| 3Y | +1,314.2% | +85.2% | +1,229.0% | +1,003.7% |
| 5Y | +1,092.8% | +97.0% | +995.8% | +785.8% |
| All | +1,092.8% | +111.0% | +981.8% | +785.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling