+73.2%
STX vs AS
+8.1%
+65.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +3.1% | +6.6% | +9.4% |
| 7D | -14.8% | +5.8% | -20.6% | -15.3% |
| 30D | -35.4% | +15.4% | -50.7% | -36.6% |
| 3M | -37.7% | -11.9% | -25.8% | -36.3% |
| 6M | -35.2% | -9.9% | -25.3% | -34.4% |
| YTD | +84.4% | -13.1% | +97.5% | +81.9% |
| All | +73.2% | +8.1% | +65.1% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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