+1,967.8%
STX vs WEC
+186.5%
+1,781.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -17.3% | +1.4% | -18.7% | -17.5% |
| 30D | -35.9% | +12.8% | -48.7% | -37.7% |
| 3M | -37.3% | +11.2% | -48.5% | -38.8% |
| 6M | -35.8% | +6.6% | -42.4% | -37.1% |
| YTD | +82.7% | +13.8% | +68.9% | +75.9% |
| 1Y | +71.6% | +7.6% | +64.0% | +67.5% |
| 3Y | +635.3% | +62.2% | +573.1% | +532.8% |
| 5Y | +483.8% | +52.0% | +431.8% | +406.1% |
| 10Y | +1,967.8% | +189.4% | +1,778.4% | +1,574.2% |
| All | +1,967.8% | +186.5% | +1,781.2% | +1,574.2% |
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