+66.9%
AMAT vs WST
+54.9%
+12.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -4.0% | -3.1% |
| 7D | +11.4% | +4.2% | +7.1% | +9.9% |
| 30D | -17.0% | +11.2% | -28.3% | -19.0% |
| 3M | -30.6% | +20.4% | -51.0% | -33.6% |
| 6M | -14.9% | +37.9% | -52.8% | -21.4% |
| YTD | +44.7% | +51.8% | -7.1% | +28.3% |
| 1Y | +66.9% | +56.6% | +10.3% | +46.9% |
| All | +66.9% | +54.9% | +12.0% | +46.9% |
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