-12.3%
AMRZ vs WST
+47.3%
-59.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.4% | +4.8% | +5.1% |
| 7D | +10.3% | +1.3% | +9.0% | +9.9% |
| 30D | +18.7% | +8.5% | +10.2% | +16.3% |
| 3M | -14.6% | +17.2% | -31.9% | -18.1% |
| 6M | -12.9% | +36.3% | -49.2% | -20.4% |
| YTD | -17.4% | +48.9% | -66.3% | -28.1% |
| 1Y | -12.3% | +42.9% | -55.2% | -22.1% |
| All | -12.3% | +47.3% | -59.6% | -22.1% |
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