+26.8%
AME vs WST
+35.8%
-8.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.1% |
| 7D | +2.8% | -0.3% | +3.0% | +2.8% |
| 30D | -6.3% | -4.6% | -1.7% | -5.5% |
| 3M | +5.4% | +5.7% | -0.3% | +4.1% |
| 6M | +7.4% | +37.6% | -30.1% | +0.6% |
| YTD | +16.2% | +23.0% | -6.9% | +11.1% |
| 1Y | +26.8% | +33.8% | -7.0% | +18.0% |
| All | +26.8% | +35.8% | -8.9% | +18.0% |
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