+123.8%
STX vs WU
-18.0%
+141.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.4% | -13.6% | -7.4% |
| 7D | -20.2% | +8.2% | -28.4% | -19.4% |
| 30D | -37.2% | +8.0% | -45.2% | -36.6% |
| 3M | -34.1% | -6.6% | -27.4% | -34.0% |
| 6M | -24.5% | -23.3% | -1.2% | -22.6% |
| YTD | +102.9% | -22.4% | +125.3% | +108.6% |
| 1Y | +123.8% | -18.0% | +141.8% | +129.0% |
| All | +123.8% | -18.0% | +141.8% | +129.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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