+9,253.6%
STX vs AGI
+4,206.7%
+5,046.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.1% |
| 7D | +14.6% | -10.1% | +24.7% | +15.4% |
| 30D | -26.0% | -6.5% | -19.4% | -25.8% |
| 3M | -42.6% | -12.8% | -29.8% | -42.3% |
| 6M | -35.3% | -34.3% | -1.0% | -33.7% |
| YTD | +92.5% | -25.6% | +118.1% | +94.7% |
| 1Y | +102.4% | -14.2% | +116.6% | +102.7% |
| 3Y | +673.8% | +127.3% | +546.6% | +621.7% |
| 5Y | +463.1% | +241.8% | +221.3% | +407.4% |
| 10Y | +2,014.6% | +381.8% | +1,632.8% | +1,694.4% |
| All | +9,253.6% | +4,206.7% | +5,046.9% | +8,332.2% |
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