+1,335.2%
STX vs AEIS
+157.5%
+1,177.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.4% | +3.9% | +5.0% |
| 7D | +2.4% | +3.0% | -0.6% | +0.6% |
| 30D | +1.4% | -14.6% | +16.0% | +11.0% |
| 3M | -8.2% | -12.4% | +4.2% | -1.2% |
| 6M | +127.0% | -15.0% | +142.0% | +144.3% |
| YTD | +209.1% | +34.3% | +174.9% | +162.3% |
| 1Y | +365.4% | +87.4% | +278.1% | +240.0% |
| All | +1,335.2% | +157.5% | +1,177.7% | +759.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling