+3,621.5%
STX vs WU
-40.9%
+3,662.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.7% |
| 7D | +9.6% | -4.9% | +14.5% | +11.4% |
| 30D | +10.6% | -1.3% | +11.9% | +10.9% |
| 3M | +4.8% | -3.6% | +8.4% | +3.3% |
| 6M | +137.3% | -24.3% | +161.6% | +156.6% |
| YTD | +222.5% | -21.1% | +243.6% | +241.8% |
| 1Y | +366.2% | -10.3% | +376.5% | +365.1% |
| 3Y | +1,352.9% | -28.4% | +1,381.3% | +1,446.5% |
| 5Y | +1,077.4% | -51.2% | +1,128.6% | +1,360.6% |
| 10Y | +3,621.5% | -39.6% | +3,661.1% | +3,842.5% |
| All | +3,621.5% | -40.9% | +3,662.4% | +3,842.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling