+3,621.5%
STX vs WAB
+282.7%
+3,338.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.3% |
| 7D | +9.6% | +0.2% | +9.3% | +9.5% |
| 30D | +10.6% | -4.6% | +15.2% | +13.4% |
| 3M | +4.8% | +5.6% | -0.8% | +2.0% |
| 6M | +137.3% | +13.8% | +123.4% | +122.3% |
| YTD | +222.5% | +31.9% | +190.6% | +181.1% |
| 1Y | +366.2% | +48.3% | +318.0% | +284.3% |
| 3Y | +1,352.9% | +167.1% | +1,185.8% | +808.9% |
| 5Y | +1,077.4% | +222.9% | +854.6% | +577.6% |
| 10Y | +3,621.5% | +289.9% | +3,331.6% | +1,673.6% |
| All | +3,621.5% | +282.7% | +3,338.8% | +1,673.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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