+365.4%
STX vs WTW
+3.0%
+362.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.1% | +8.5% | +5.2% |
| 7D | +2.4% | -2.6% | +5.0% | +1.0% |
| 30D | +1.4% | -1.0% | +2.4% | +1.4% |
| 3M | -8.2% | +29.9% | -38.1% | +5.4% |
| 6M | +127.0% | +10.7% | +116.3% | +157.2% |
| YTD | +209.1% | +2.6% | +206.6% | +250.2% |
| 1Y | +365.4% | +2.8% | +362.7% | +431.4% |
| All | +365.4% | +3.0% | +362.4% | +431.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling