+673.8%
STX vs AA
+67.6%
+606.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.3% | -2.6% |
| 7D | +14.6% | +0.5% | +14.1% | +14.6% |
| 30D | -26.0% | -0.6% | -25.4% | -25.6% |
| 3M | -42.6% | -19.7% | -23.0% | -39.2% |
| 6M | -35.3% | -41.6% | +6.3% | -26.2% |
| YTD | +92.5% | -24.6% | +117.1% | +103.9% |
| 1Y | +102.4% | +4.9% | +97.5% | +97.7% |
| 3Y | +673.8% | +66.8% | +607.0% | +569.1% |
| All | +673.8% | +67.6% | +606.2% | +569.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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