+1,337.5%
STX vs WMT
+99.6%
+1,237.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | +8.0% | -2.5% | +10.5% | +8.2% |
| 30D | +5.1% | -6.4% | +11.5% | +5.8% |
| 3M | +5.8% | -12.1% | +17.9% | +7.7% |
| 6M | +124.9% | -15.0% | +139.9% | +128.9% |
| YTD | +213.9% | -4.5% | +218.4% | +210.6% |
| 1Y | +350.4% | +6.2% | +344.2% | +330.8% |
| All | +1,337.5% | +99.6% | +1,237.9% | +1,144.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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