+74.7%
STT vs WTW
+3.0%
+71.7%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.3% |
| 7D | +0.5% | -2.6% | +3.1% | +0.6% |
| 30D | +3.9% | -1.0% | +4.8% | +3.9% |
| 3M | +20.0% | +29.9% | -10.0% | +18.1% |
| 6M | +55.3% | +10.7% | +44.6% | +54.5% |
| YTD | +53.3% | +2.6% | +50.8% | +53.8% |
| 1Y | +74.7% | +2.8% | +71.9% | +75.9% |
| All | +74.7% | +3.0% | +71.7% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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