+350.4%
STX vs WAB
+47.7%
+302.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.6% |
| 7D | +8.0% | -0.2% | +8.2% | +8.2% |
| 30D | +5.1% | -5.9% | +11.0% | +10.2% |
| 3M | +5.8% | +9.4% | -3.6% | -1.5% |
| 6M | +124.9% | +13.8% | +111.1% | +99.6% |
| YTD | +213.9% | +31.8% | +182.1% | +141.8% |
| 1Y | +350.4% | +48.5% | +301.9% | +220.1% |
| All | +350.4% | +47.7% | +302.7% | +220.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling