+1,972.8%
STX vs WING
+620.3%
+1,352.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.0% | -3.1% |
| 7D | +14.6% | -2.5% | +17.1% | +15.1% |
| 30D | -26.0% | +29.5% | -55.5% | -29.4% |
| 3M | -42.6% | +40.2% | -82.8% | -46.5% |
| 6M | -35.3% | +32.7% | -68.0% | -39.7% |
| YTD | +92.5% | -32.8% | +125.3% | +100.8% |
| 1Y | +102.4% | -31.7% | +134.1% | +109.9% |
| 3Y | +673.8% | -24.7% | +698.5% | +651.1% |
| 5Y | +463.1% | -0.5% | +463.5% | +388.7% |
| All | +1,972.8% | +620.3% | +1,352.6% | +1,109.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling