+708.1%
STX vs WST
+23.3%
+684.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.1% | +9.9% | +10.0% |
| 7D | -1.0% | +1.1% | -2.0% | -1.0% |
| 30D | -26.8% | +12.4% | -39.1% | -27.5% |
| 3M | -32.7% | +17.6% | -50.3% | -33.7% |
| 6M | -33.7% | +28.3% | -62.0% | -35.5% |
| YTD | +101.0% | +50.5% | +50.5% | +91.8% |
| 1Y | +92.7% | +49.4% | +43.3% | +83.9% |
| All | +708.1% | +23.3% | +684.9% | +599.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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