+40.5%
ALL vs WST
+47.3%
-6.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.5% | +2.9% |
| 7D | +7.5% | +1.3% | +6.3% | +7.6% |
| 30D | +19.7% | +8.5% | +11.2% | +20.1% |
| 3M | +2.9% | +17.2% | -14.3% | +3.6% |
| 6M | +23.5% | +36.3% | -12.7% | +24.6% |
| YTD | +31.1% | +48.9% | -17.8% | +34.3% |
| 1Y | +40.5% | +42.9% | -2.4% | +43.2% |
| All | +40.5% | +47.3% | -6.8% | +43.2% |
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