+365.4%
STX vs AG
+125.2%
+240.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.0% | +8.3% | +6.8% |
| 7D | +2.4% | +1.0% | +1.3% | +2.0% |
| 30D | +1.4% | +19.2% | -17.8% | -3.7% |
| 3M | -8.2% | +6.2% | -14.4% | -10.8% |
| 6M | +127.0% | -26.7% | +153.7% | +137.0% |
| YTD | +209.1% | +26.1% | +183.0% | +183.0% |
| 1Y | +365.4% | +131.7% | +233.8% | +288.0% |
| All | +365.4% | +125.2% | +240.2% | +288.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling