+1,407.6%
STX vs WY
-22.6%
+1,430.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.4% | +7.9% | +6.8% |
| 7D | +10.7% | -2.1% | +12.8% | +11.2% |
| 30D | +11.3% | -10.5% | +21.8% | +13.8% |
| 3M | +3.2% | -4.9% | +8.1% | +3.5% |
| 6M | +157.0% | -4.9% | +161.9% | +156.5% |
| YTD | +229.2% | -1.7% | +230.9% | +223.0% |
| 1Y | +381.8% | -9.4% | +391.2% | +388.3% |
| All | +1,407.6% | -22.6% | +1,430.3% | +1,502.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling