+7,540.6%
STX vs WU
-19.6%
+7,560.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.3% | +6.8% |
| 7D | +2.4% | -0.8% | +3.2% | +2.7% |
| 30D | +1.4% | -1.1% | +2.5% | +1.7% |
| 3M | -8.2% | -3.9% | -4.4% | -9.4% |
| 6M | +127.0% | -20.7% | +147.7% | +144.3% |
| YTD | +209.1% | -18.4% | +227.5% | +226.8% |
| 1Y | +365.4% | -8.1% | +373.5% | +359.9% |
| 3Y | +1,135.4% | -24.2% | +1,159.6% | +1,193.5% |
| 5Y | +991.5% | -50.4% | +1,042.0% | +1,272.0% |
| 10Y | +3,695.8% | -40.0% | +3,735.9% | +4,020.6% |
| All | +7,540.6% | -19.6% | +7,560.2% | +5,673.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling