+9,929.9%
STX vs WMT
+1,053.4%
+8,876.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.6% | -3.7% |
| 7D | +14.6% | +2.0% | +12.6% | +13.7% |
| 30D | -26.0% | +10.3% | -36.2% | -29.2% |
| 3M | -42.6% | +11.0% | -53.6% | -45.7% |
| 6M | -35.3% | -2.3% | -32.9% | -36.2% |
| YTD | +92.5% | +15.7% | +76.8% | +75.8% |
| 1Y | +102.4% | +26.0% | +76.4% | +77.0% |
| 3Y | +673.8% | +136.5% | +537.3% | +395.8% |
| 5Y | +463.1% | +176.8% | +286.2% | +228.2% |
| 10Y | +2,014.6% | +537.5% | +1,477.0% | +663.4% |
| All | +9,929.9% | +1,053.4% | +8,876.4% | +2,336.8% |
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