+1,383.2%
STX vs WING
-31.3%
+1,414.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.3% | +6.5% |
| 7D | +10.7% | -0.1% | +10.9% | +10.7% |
| 30D | +11.3% | -6.0% | +17.3% | +11.8% |
| 3M | +3.2% | -23.5% | +26.7% | +6.0% |
| 6M | +157.0% | -52.0% | +209.0% | +183.4% |
| YTD | +229.2% | -53.8% | +283.0% | +264.3% |
| 1Y | +381.8% | -63.8% | +445.6% | +455.8% |
| 3Y | +1,383.2% | -30.8% | +1,414.0% | +1,196.8% |
| All | +1,383.2% | -31.3% | +1,414.5% | +1,196.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WING 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling