+2,071.0%
STX vs WWD
+494.7%
+1,576.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +4.9% | +4.9% | +7.7% |
| 7D | -14.8% | +4.2% | -18.9% | -15.8% |
| 30D | -35.4% | -0.8% | -34.6% | -34.9% |
| 3M | -37.7% | -8.2% | -29.5% | -35.1% |
| 6M | -35.2% | -9.8% | -25.4% | -32.4% |
| YTD | +84.4% | +10.4% | +74.0% | +76.6% |
| 1Y | +82.3% | +25.5% | +56.8% | +65.6% |
| 3Y | +646.2% | +155.8% | +490.4% | +410.9% |
| 5Y | +487.4% | +187.3% | +300.1% | +276.6% |
| 10Y | +2,071.0% | +462.7% | +1,608.3% | +943.8% |
| All | +2,071.0% | +494.7% | +1,576.4% | +943.8% |
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