+4,867.6%
STX vs WU
-22.0%
+4,889.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -3.0% | +13.0% | +11.3% |
| 7D | -1.0% | +2.1% | -3.1% | -2.7% |
| 30D | -26.8% | +10.1% | -36.9% | -30.9% |
| 3M | -32.7% | -1.1% | -31.6% | -33.8% |
| 6M | -33.7% | -19.8% | -14.0% | -30.4% |
| YTD | +101.0% | -20.8% | +121.8% | +111.2% |
| 1Y | +92.7% | -15.1% | +107.8% | +95.5% |
| 3Y | +708.7% | -23.2% | +731.9% | +728.4% |
| 5Y | +504.0% | -42.6% | +546.6% | +592.1% |
| 10Y | +2,108.4% | -38.9% | +2,147.2% | +2,224.3% |
| All | +4,867.6% | -22.0% | +4,889.5% | +3,630.4% |
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 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