+1,184.4%
STX vs W
+39.1%
+1,145.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.5% | +3.8% | +5.9% |
| 7D | +2.4% | -4.2% | +6.5% | +3.1% |
| 30D | +1.4% | -7.6% | +9.0% | +2.6% |
| 3M | -8.2% | +37.2% | -45.4% | -15.9% |
| 6M | +127.0% | +26.3% | +100.7% | +109.8% |
| YTD | +209.1% | -1.0% | +210.1% | +199.5% |
| 1Y | +365.4% | +20.1% | +345.3% | +326.7% |
| All | +1,184.4% | +39.1% | +1,145.3% | +870.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling