+1,184.4%
STX vs AG
+260.2%
+924.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.0% | +8.3% | +6.7% |
| 7D | +2.4% | +1.0% | +1.3% | +2.1% |
| 30D | +1.4% | +19.2% | -17.8% | -2.2% |
| 3M | -8.2% | +6.2% | -14.4% | -10.0% |
| 6M | +127.0% | -26.7% | +153.7% | +134.3% |
| YTD | +209.1% | +26.1% | +183.0% | +192.7% |
| 1Y | +365.4% | +131.7% | +233.8% | +305.2% |
| All | +1,184.4% | +260.2% | +924.2% | +928.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling