+325.3%
STX vs WY
-9.1%
+334.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.3% | -4.0% | -3.7% |
| 7D | -2.3% | -4.2% | +1.9% | -3.1% |
| 30D | -5.5% | -10.1% | +4.6% | -7.4% |
| 3M | -4.3% | -8.5% | +4.2% | -5.5% |
| 6M | +115.6% | -3.3% | +119.0% | +111.2% |
| YTD | +202.2% | -4.4% | +206.6% | +195.6% |
| 1Y | +325.3% | -11.5% | +336.8% | +348.2% |
| All | +325.3% | -9.1% | +334.3% | +348.2% |
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