+9,509.3%
STX vs AEIS
+1,465.1%
+8,044.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +11.3% | -1.5% | +5.3% |
| 7D | -14.8% | +1.0% | -15.7% | -14.9% |
| 30D | -35.4% | -24.0% | -11.3% | -27.7% |
| 3M | -37.7% | -32.5% | -5.2% | -27.3% |
| 6M | -35.2% | -38.6% | +3.3% | -21.8% |
| YTD | +84.4% | +4.8% | +79.5% | +81.8% |
| 1Y | +82.3% | +1.3% | +80.9% | +82.5% |
| 3Y | +646.2% | +159.2% | +487.0% | +415.3% |
| 5Y | +487.4% | +140.8% | +346.6% | +311.5% |
| 10Y | +2,071.0% | +349.8% | +1,721.2% | +980.4% |
| All | +9,509.3% | +1,465.1% | +8,044.2% | +1,984.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling