+102.4%
STX vs WU
-15.0%
+117.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.4% | -2.8% |
| 7D | +14.6% | -2.0% | +16.6% | +14.2% |
| 30D | -26.0% | +11.4% | -37.4% | -24.8% |
| 3M | -42.6% | -6.8% | -35.8% | -42.0% |
| 6M | -35.3% | -14.6% | -20.6% | -34.0% |
| YTD | +92.5% | -20.6% | +113.1% | +100.6% |
| 1Y | +102.4% | -15.4% | +117.8% | +105.5% |
| All | +102.4% | -15.0% | +117.4% | +105.5% |
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 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