+365.4%
STX vs WY
-5.4%
+370.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.4% | +6.3% |
| 7D | +2.4% | -2.6% | +5.0% | +1.8% |
| 30D | +1.4% | -10.9% | +12.3% | -0.6% |
| 3M | -8.2% | -6.0% | -2.2% | -8.6% |
| 6M | +127.0% | -5.6% | +132.7% | +124.9% |
| YTD | +209.1% | -1.1% | +210.3% | +204.4% |
| 1Y | +365.4% | -7.5% | +372.9% | +379.0% |
| All | +365.4% | -5.4% | +370.8% | +379.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling