+488.0%
STX vs AGI
+260.9%
+227.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.8% | +12.7% | +10.4% |
| 7D | -1.0% | 0.0% | -1.0% | -1.1% |
| 30D | -26.8% | -7.6% | -19.1% | -26.1% |
| 3M | -32.7% | -10.2% | -22.5% | -32.1% |
| 6M | -33.7% | -31.5% | -2.2% | -30.6% |
| YTD | +101.0% | -22.0% | +123.0% | +103.9% |
| 1Y | +92.7% | -7.9% | +100.6% | +90.3% |
| 3Y | +708.7% | +137.6% | +571.1% | +589.4% |
| All | +488.0% | +260.9% | +227.2% | +366.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 5y: compounded portfolio wealth divided by compounded AGI 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…
5y analysis · Full analysis span regression · 6 months rolling