+325.3%
STX vs WBD
+122.7%
+202.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.2% | -3.6% |
| 7D | -2.3% | -0.7% | -1.5% | -2.1% |
| 30D | -5.5% | +1.4% | -6.9% | -5.7% |
| 3M | -4.3% | +4.4% | -8.7% | -5.0% |
| 6M | +115.6% | +0.8% | +114.8% | +115.0% |
| YTD | +202.2% | -2.7% | +204.9% | +202.0% |
| 1Y | +325.3% | +73.4% | +251.9% | +298.2% |
| All | +325.3% | +122.7% | +202.6% | +298.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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