+381.8%
STX vs WAT
+32.5%
+349.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.6% | +8.1% | +6.8% |
| 7D | +10.7% | -0.7% | +11.5% | +10.8% |
| 30D | +11.3% | -1.0% | +12.2% | +11.4% |
| 3M | +3.2% | +10.9% | -7.7% | +0.2% |
| 6M | +157.0% | +33.2% | +123.8% | +132.9% |
| YTD | +229.2% | +6.1% | +223.1% | +218.6% |
| 1Y | +381.8% | +30.2% | +351.6% | +323.9% |
| All | +381.8% | +32.5% | +349.4% | +323.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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