+285.8%
STX vs AMRZ
-15.6%
+301.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.3% | +7.5% | +9.4% |
| 7D | -14.8% | -1.1% | -13.6% | -14.5% |
| 30D | -35.4% | +18.3% | -53.6% | -37.5% |
| 3M | -37.7% | -8.0% | -29.7% | -36.4% |
| 6M | -35.2% | -18.7% | -16.6% | -32.3% |
| YTD | +84.4% | -19.8% | +104.2% | +91.4% |
| 1Y | +82.3% | -12.3% | +94.6% | +83.4% |
| All | +285.8% | -15.6% | +301.4% | +281.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling