+1,019.5%
STX vs WEC
+31.0%
+988.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +7.1% | +6.4% |
| 7D | +2.4% | -0.3% | +2.6% | +2.4% |
| 30D | +1.4% | -1.3% | +2.7% | +1.5% |
| 3M | -8.2% | -3.9% | -4.3% | -8.4% |
| 6M | +127.0% | -8.3% | +135.3% | +127.7% |
| YTD | +209.1% | +3.1% | +206.1% | +205.9% |
| 1Y | +365.4% | +1.9% | +363.5% | +359.8% |
| 3Y | +1,135.4% | +41.9% | +1,093.5% | +1,052.1% |
| All | +1,019.5% | +31.0% | +988.5% | +949.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling