+366.2%
STX vs TW
-13.2%
+379.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -2.0% | -2.1% |
| 7D | +9.6% | -0.5% | +10.1% | +9.4% |
| 30D | +10.6% | -0.6% | +11.2% | +10.4% |
| 3M | +4.8% | +3.4% | +1.4% | +7.1% |
| 6M | +137.3% | -18.4% | +155.7% | +137.7% |
| YTD | +222.5% | -3.9% | +226.4% | +238.9% |
| 1Y | +366.2% | -13.3% | +379.6% | +385.7% |
| All | +366.2% | -13.2% | +379.5% | +385.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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