+3,676.0%
STX vs WEC
+143.0%
+3,533.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.1% | +5.4% | +6.3% |
| 7D | +10.7% | +0.8% | +9.9% | +10.5% |
| 30D | +11.3% | +0.3% | +10.9% | +11.2% |
| 3M | +3.2% | -2.9% | +6.2% | +3.5% |
| 6M | +157.0% | -5.9% | +162.9% | +159.2% |
| YTD | +229.2% | +4.1% | +225.1% | +223.4% |
| 1Y | +381.8% | +3.1% | +378.7% | +373.1% |
| 3Y | +1,383.2% | +40.8% | +1,342.4% | +1,221.8% |
| 5Y | +1,144.9% | +31.7% | +1,113.2% | +1,019.3% |
| 10Y | +3,676.0% | +141.1% | +3,534.9% | +2,945.0% |
| All | +3,676.0% | +143.0% | +3,533.0% | +2,945.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling