+1,383.2%
STX vs WBD
+153.8%
+1,229.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.5% | +6.9% | +6.6% |
| 7D | +10.7% | -0.7% | +11.5% | +10.9% |
| 30D | +11.3% | +5.0% | +6.3% | +10.2% |
| 3M | +3.2% | +6.2% | -3.0% | +2.0% |
| 6M | +157.0% | +0.6% | +156.4% | +156.6% |
| YTD | +229.2% | -2.4% | +231.6% | +230.3% |
| 1Y | +381.8% | +127.7% | +254.2% | +309.1% |
| 3Y | +1,383.2% | +148.4% | +1,234.8% | +1,086.3% |
| All | +1,383.2% | +153.8% | +1,229.4% | +1,086.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling