+9,423.5%
STX vs WWD
+5,424.5%
+3,999.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | -17.3% | +0.4% | -17.7% | -17.0% |
| 30D | -35.9% | -0.4% | -35.5% | -35.6% |
| 3M | -37.3% | -6.1% | -31.2% | -35.3% |
| 6M | -35.8% | -9.5% | -26.3% | -33.1% |
| YTD | +82.7% | +10.8% | +71.9% | +74.6% |
| 1Y | +71.6% | +23.5% | +48.1% | +56.5% |
| 3Y | +635.3% | +151.3% | +484.0% | +397.4% |
| 5Y | +483.8% | +187.8% | +295.9% | +266.5% |
| 10Y | +1,967.8% | +461.1% | +1,506.7% | +791.0% |
| All | +9,423.5% | +5,424.5% | +3,999.0% | +1,295.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling