+2,038.9%
STX vs WEC
+195.2%
+1,843.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +16.8% | -0.7% | +17.6% | +17.0% |
| 30D | -27.0% | +11.0% | -38.0% | -28.7% |
| 3M | -37.9% | +8.6% | -46.5% | -39.1% |
| 6M | -32.5% | +6.2% | -38.7% | -33.8% |
| YTD | +98.6% | +14.3% | +84.3% | +91.0% |
| 1Y | +93.6% | +8.4% | +85.2% | +88.6% |
| 3Y | +699.1% | +62.9% | +636.2% | +586.8% |
| 5Y | +481.0% | +55.8% | +425.2% | +400.0% |
| All | +2,038.9% | +195.2% | +1,843.7% | +1,586.8% |
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