+302.7%
STX vs AMRZ
-19.2%
+321.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | +14.6% | -2.1% | +16.7% | +15.1% |
| 30D | -26.0% | +13.0% | -38.9% | -27.8% |
| 3M | -42.6% | -12.1% | -30.5% | -40.9% |
| 6M | -35.3% | -19.1% | -16.1% | -32.6% |
| YTD | +92.5% | -23.3% | +115.7% | +101.3% |
| 1Y | +102.4% | -16.6% | +119.0% | +105.7% |
| All | +302.7% | -19.2% | +321.9% | +301.4% |
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