+3,621.5%
STX vs AEIS
+545.5%
+3,076.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.5% |
| 7D | +9.6% | +6.5% | +3.1% | +6.5% |
| 30D | +10.6% | -9.2% | +19.8% | +16.0% |
| 3M | +4.8% | -8.3% | +13.1% | +9.3% |
| 6M | +137.3% | -6.3% | +143.6% | +143.2% |
| YTD | +222.5% | +36.5% | +186.0% | +180.3% |
| 1Y | +366.2% | +84.8% | +281.5% | +257.0% |
| 3Y | +1,352.9% | +176.6% | +1,176.3% | +803.5% |
| 5Y | +1,077.4% | +237.1% | +840.3% | +565.8% |
| 10Y | +3,621.5% | +554.7% | +3,066.8% | +1,253.9% |
| All | +3,621.5% | +545.5% | +3,076.0% | +1,253.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling