+26.9%
ALL vs WST
+52.7%
-25.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.7% | -0.3% |
| 7D | -3.9% | +1.3% | -5.1% | -3.8% |
| 30D | +10.6% | +12.9% | -2.2% | +11.1% |
| 3M | -4.6% | +16.7% | -21.2% | -4.0% |
| 6M | +20.2% | +26.8% | -6.6% | +21.2% |
| YTD | +23.7% | +50.5% | -26.8% | +26.7% |
| All | +26.9% | +52.7% | -25.9% | +29.5% |
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