+487.4%
STX vs WU
-42.0%
+529.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.3% | +10.1% | +9.8% |
| 7D | -14.8% | +9.1% | -23.8% | -16.3% |
| 30D | -35.4% | +12.1% | -47.5% | -37.0% |
| 3M | -37.7% | +0.3% | -38.0% | -38.0% |
| 6M | -35.2% | -19.1% | -16.1% | -32.8% |
| YTD | +84.4% | -19.2% | +103.6% | +90.9% |
| 1Y | +82.3% | -15.3% | +97.5% | +85.7% |
| 3Y | +646.2% | -21.3% | +667.5% | +657.9% |
| 5Y | +487.4% | -41.7% | +529.1% | +556.8% |
| All | +487.4% | -42.0% | +529.4% | +556.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling