+365.4%
STX vs WU
-8.3%
+373.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.3% | +6.3% |
| 7D | +2.4% | -0.8% | +3.2% | +2.4% |
| 30D | +1.4% | -1.1% | +2.5% | +1.3% |
| 3M | -8.2% | -3.9% | -4.4% | -9.3% |
| 6M | +127.0% | -20.7% | +147.7% | +132.2% |
| YTD | +209.1% | -18.4% | +227.5% | +215.3% |
| 1Y | +365.4% | -8.1% | +373.5% | +374.4% |
| All | +365.4% | -8.3% | +373.7% | +374.4% |
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