+2,071.0%
STX vs AG
+77.4%
+1,993.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +4.7% | +5.1% | +9.2% |
| 7D | -14.8% | +10.8% | -25.6% | -15.8% |
| 30D | -35.4% | -8.2% | -27.2% | -34.7% |
| 3M | -37.7% | -13.7% | -24.0% | -36.8% |
| 6M | -35.2% | -27.3% | -8.0% | -33.3% |
| YTD | +84.4% | -4.6% | +88.9% | +83.7% |
| 1Y | +82.3% | +39.4% | +42.9% | +75.3% |
| 3Y | +646.2% | +244.1% | +402.1% | +548.5% |
| 5Y | +487.4% | +16.8% | +470.6% | +439.9% |
| 10Y | +2,071.0% | +71.7% | +1,999.3% | +1,747.1% |
| All | +2,071.0% | +77.4% | +1,993.7% | +1,747.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling