-15.1%
AMRZ vs WST
+37.6%
-52.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | -1.9% | +0.7% | -2.6% | -2.1% |
| 30D | -16.9% | -3.1% | -13.8% | -16.4% |
| 3M | -19.2% | +7.2% | -26.4% | -20.9% |
| 6M | -29.3% | +36.8% | -66.1% | -35.7% |
| YTD | -18.0% | +23.8% | -41.8% | -24.3% |
| 1Y | -15.1% | +37.8% | -52.8% | -25.1% |
| All | -15.1% | +37.6% | -52.7% | -25.1% |
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