+10.0%
ALB vs WST
+42.2%
-32.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.5% |
| 7D | +9.1% | -3.1% | +12.2% | +9.7% |
| 30D | -3.4% | +9.1% | -12.5% | -5.4% |
| 3M | -20.6% | +14.7% | -35.3% | -23.1% |
| 6M | -48.2% | +28.0% | -76.2% | -51.2% |
| YTD | -29.2% | +45.6% | -74.9% | -36.2% |
| 1Y | +10.0% | +45.7% | -35.7% | -0.8% |
| All | +10.0% | +42.2% | -32.2% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling