+3,676.0%
STX vs W
+146.2%
+3,529.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.5% | +5.9% | +6.4% |
| 7D | +10.7% | +6.5% | +4.3% | +9.7% |
| 30D | +11.3% | -6.2% | +17.5% | +12.2% |
| 3M | +3.2% | +48.9% | -45.7% | -4.9% |
| 6M | +157.0% | +31.2% | +125.8% | +140.1% |
| YTD | +229.2% | -0.4% | +229.6% | +220.5% |
| 1Y | +381.8% | +14.8% | +367.0% | +354.0% |
| 3Y | +1,383.2% | +40.5% | +1,342.7% | +1,166.4% |
| 5Y | +1,144.9% | -62.1% | +1,207.0% | +1,035.7% |
| 10Y | +3,676.0% | +141.5% | +3,534.5% | +2,187.4% |
| All | +3,676.0% | +146.2% | +3,529.8% | +2,187.4% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 10y: compounded portfolio wealth divided by compounded W 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…
10y analysis · Full analysis span regression · 6 months rolling