+3,676.0%
STX vs AG
+57.4%
+3,618.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.0% | +7.5% | +6.6% |
| 7D | +10.7% | +4.5% | +6.3% | +10.1% |
| 30D | +11.3% | +12.9% | -1.6% | +9.5% |
| 3M | +3.2% | +20.9% | -17.7% | +0.7% |
| 6M | +157.0% | -19.5% | +176.5% | +160.4% |
| YTD | +229.2% | +24.8% | +204.4% | +218.6% |
| 1Y | +381.8% | +120.2% | +261.6% | +341.2% |
| 3Y | +1,383.2% | +279.0% | +1,104.2% | +1,166.6% |
| 5Y | +1,144.9% | +67.9% | +1,077.0% | +1,005.0% |
| 10Y | +3,676.0% | +57.5% | +3,618.5% | +3,227.3% |
| All | +3,676.0% | +57.4% | +3,618.7% | +3,227.3% |
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