+209.7%
ABT vs WST
+325.7%
-115.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | -4.7% | -1.7% | -3.1% | -4.3% |
| 30D | -3.1% | -4.3% | +1.2% | -2.1% |
| 3M | +16.1% | +0.7% | +15.4% | +15.7% |
| 6M | -5.3% | +36.0% | -41.4% | -13.1% |
| YTD | -14.4% | +22.7% | -37.2% | -19.5% |
| 1Y | -18.4% | +34.1% | -52.5% | -25.4% |
| 3Y | +11.2% | -13.6% | +24.8% | +7.4% |
| 5Y | -9.4% | -26.0% | +16.6% | -8.9% |
| 10Y | +209.7% | +335.8% | -126.0% | +48.4% |
| All | +209.7% | +325.7% | -115.9% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WST 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling