+365.4%
STX vs WEC
+1.8%
+363.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +7.1% | +5.9% |
| 7D | +2.4% | -0.3% | +2.6% | +2.2% |
| 30D | +1.4% | -1.3% | +2.7% | +0.6% |
| 3M | -8.2% | -3.9% | -4.3% | -11.2% |
| 6M | +127.0% | -8.3% | +135.3% | +115.6% |
| YTD | +209.1% | +3.1% | +206.1% | +217.9% |
| 1Y | +365.4% | +1.9% | +363.5% | +366.7% |
| All | +365.4% | +1.8% | +363.7% | +366.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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