+556.8%
STX vs AMRZ
-20.3%
+577.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.4% |
| 7D | +8.0% | -8.1% | +16.1% | +9.9% |
| 30D | +5.1% | -14.8% | +19.9% | +8.9% |
| 3M | +5.8% | -19.7% | +25.5% | +10.4% |
| 6M | +124.9% | -30.8% | +155.8% | +144.8% |
| YTD | +213.9% | -24.3% | +238.2% | +228.8% |
| 1Y | +350.4% | -24.0% | +374.4% | +359.2% |
| All | +556.8% | -20.3% | +577.1% | +555.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 10y: compounded portfolio wealth divided by compounded AMRZ 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…
10y analysis · Full analysis span regression · 6 months rolling