+10,374.7%
STX vs WMT
+1,031.6%
+9,343.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.1% | +9.9% | +9.9% |
| 7D | -1.0% | -2.7% | +1.8% | +0.2% |
| 30D | -26.8% | +11.1% | -37.9% | -30.3% |
| 3M | -32.7% | +11.2% | -43.9% | -36.4% |
| 6M | -33.7% | -1.3% | -32.5% | -35.1% |
| YTD | +101.0% | +13.5% | +87.5% | +85.1% |
| 1Y | +92.7% | +22.5% | +70.2% | +70.6% |
| 3Y | +708.7% | +134.1% | +574.6% | +420.0% |
| 5Y | +504.0% | +170.3% | +333.7% | +255.7% |
| 10Y | +2,108.4% | +525.5% | +1,582.9% | +703.6% |
| All | +10,374.7% | +1,031.6% | +9,343.0% | +2,464.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling