+546.9%
STX vs AMRZ
-13.6%
+560.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.8% | +6.4% |
| 7D | +2.4% | -1.9% | +4.3% | +2.8% |
| 30D | +1.4% | -16.9% | +18.3% | +5.8% |
| 3M | -8.2% | -19.2% | +11.0% | -3.7% |
| 6M | +127.0% | -29.3% | +156.3% | +147.8% |
| YTD | +209.1% | -18.0% | +227.1% | +218.5% |
| 1Y | +365.4% | -15.1% | +380.5% | +365.9% |
| All | +546.9% | -13.6% | +560.5% | +535.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling