+365.4%
STX vs AIG
-4.5%
+369.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.2% | +5.8% |
| 7D | +2.4% | -0.9% | +3.3% | +1.7% |
| 30D | +1.4% | -4.9% | +6.3% | -1.8% |
| 3M | -8.2% | +4.5% | -12.7% | -4.7% |
| 6M | +127.0% | -1.4% | +128.5% | +127.0% |
| YTD | +209.1% | -9.8% | +218.9% | +188.2% |
| 1Y | +365.4% | -4.5% | +370.0% | +354.0% |
| All | +365.4% | -4.5% | +369.9% | +354.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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