+9,668.4%
STX vs AGI
+4,416.0%
+5,252.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.8% | +12.7% | +10.2% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | -26.8% | -7.6% | -19.1% | -26.5% |
| 3M | -32.7% | -10.2% | -22.5% | -32.4% |
| 6M | -33.7% | -31.5% | -2.2% | -32.3% |
| YTD | +101.0% | -22.0% | +123.0% | +102.7% |
| 1Y | +92.7% | -7.9% | +100.6% | +92.1% |
| 3Y | +708.7% | +137.6% | +571.1% | +651.9% |
| 5Y | +504.0% | +256.7% | +247.3% | +442.6% |
| 10Y | +2,108.4% | +405.2% | +1,703.2% | +1,767.8% |
| All | +9,668.4% | +4,416.0% | +5,252.5% | +8,676.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling