+3,676.0%
STX vs WWD
+476.2%
+3,199.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.0% | +8.5% | +7.3% |
| 7D | +10.7% | +0.8% | +9.9% | +10.3% |
| 30D | +11.3% | -6.4% | +17.7% | +14.4% |
| 3M | +3.2% | -5.6% | +8.8% | +5.3% |
| 6M | +157.0% | -9.1% | +166.1% | +165.8% |
| YTD | +229.2% | +12.5% | +216.7% | +211.4% |
| 1Y | +381.8% | +41.3% | +340.5% | +315.8% |
| 3Y | +1,383.2% | +170.2% | +1,212.9% | +886.4% |
| 5Y | +1,144.9% | +192.5% | +952.4% | +685.8% |
| 10Y | +3,676.0% | +476.9% | +3,199.1% | +1,600.4% |
| All | +3,676.0% | +476.2% | +3,199.8% | +1,600.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling