+1,376.8%
STX vs WSM
+232.0%
+1,144.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | +9.6% | +2.6% | +7.0% | +8.9% |
| 30D | +10.6% | -9.3% | +19.9% | +13.3% |
| 3M | +4.8% | +7.1% | -2.3% | +2.0% |
| 6M | +137.3% | +21.7% | +115.5% | +121.9% |
| YTD | +222.5% | +28.7% | +193.8% | +197.2% |
| 1Y | +366.2% | +13.9% | +352.4% | +342.8% |
| All | +1,376.8% | +232.0% | +1,144.9% | +1,040.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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