+17,056.4%
STX vs WTW
+567.5%
+16,488.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.8% | +9.3% | +7.7% |
| 7D | +10.7% | -2.7% | +13.5% | +11.9% |
| 30D | +11.3% | -5.6% | +16.9% | +13.5% |
| 3M | +3.2% | +26.5% | -23.3% | -9.3% |
| 6M | +157.0% | +8.1% | +148.8% | +139.1% |
| YTD | +229.2% | -0.3% | +229.5% | +215.8% |
| 1Y | +381.8% | -0.9% | +382.7% | +360.7% |
| 3Y | +1,383.2% | +66.6% | +1,316.5% | +963.6% |
| 5Y | +1,144.9% | +54.0% | +1,090.9% | +821.3% |
| 10Y | +3,676.0% | +198.1% | +3,477.9% | +1,808.9% |
| All | +17,056.4% | +567.5% | +16,488.9% | +5,418.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling