+366.2%
STX vs WU
-11.2%
+377.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -2.1% |
| 7D | +9.6% | -4.9% | +14.5% | +9.5% |
| 30D | +10.6% | -1.3% | +11.9% | +10.5% |
| 3M | +4.8% | -3.6% | +8.4% | +2.6% |
| 6M | +137.3% | -24.3% | +161.6% | +142.8% |
| YTD | +222.5% | -21.1% | +243.6% | +228.6% |
| 1Y | +366.2% | -10.3% | +376.5% | +360.4% |
| All | +366.2% | -11.2% | +377.5% | +360.4% |
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