+6,999.3%
STX vs UUUU
-92.0%
+7,091.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.8% | +5.5% | +6.3% |
| 7D | +2.4% | -1.4% | +3.7% | +2.5% |
| 30D | +1.4% | +16.3% | -14.9% | -0.4% |
| 3M | -8.2% | -16.7% | +8.5% | -6.7% |
| 6M | +127.0% | -33.7% | +160.7% | +134.9% |
| YTD | +209.1% | -0.5% | +209.6% | +205.8% |
| 1Y | +365.4% | +28.9% | +336.6% | +343.2% |
| 3Y | +1,135.4% | +99.9% | +1,035.5% | +993.4% |
| 5Y | +991.5% | +135.3% | +856.2% | +825.1% |
| 10Y | +3,695.8% | +518.4% | +3,177.4% | +2,631.9% |
| All | +6,999.3% | -92.0% | +7,091.3% | +4,948.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling