+381.8%
STX vs AG
+123.1%
+258.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.0% | +7.5% | +6.7% |
| 7D | +10.7% | +4.5% | +6.3% | +9.4% |
| 30D | +11.3% | +12.9% | -1.6% | +7.4% |
| 3M | +3.2% | +20.9% | -17.7% | -2.8% |
| 6M | +157.0% | -19.5% | +176.5% | +163.0% |
| YTD | +229.2% | +24.8% | +204.4% | +202.0% |
| 1Y | +381.8% | +120.2% | +261.6% | +309.7% |
| All | +381.8% | +123.1% | +258.8% | +309.7% |
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