+673.8%
STX vs WEC
+64.2%
+609.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -2.9% |
| 7D | +14.6% | +2.3% | +12.3% | +15.2% |
| 30D | -26.0% | +11.1% | -37.0% | -24.0% |
| 3M | -42.6% | +8.4% | -51.1% | -41.2% |
| 6M | -35.3% | +7.5% | -42.8% | -34.0% |
| YTD | +92.5% | +15.3% | +77.1% | +96.9% |
| 1Y | +102.4% | +9.7% | +92.7% | +107.0% |
| 3Y | +673.8% | +64.7% | +609.2% | +675.2% |
| All | +673.8% | +64.2% | +609.6% | +675.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling