+6.1%
AS vs WST
+42.2%
-36.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.2% |
| 7D | +6.9% | -3.1% | +10.0% | +7.4% |
| 30D | +16.0% | +9.1% | +6.9% | +14.8% |
| 3M | -12.8% | +14.7% | -27.5% | -14.4% |
| 6M | -15.4% | +28.0% | -43.4% | -18.8% |
| YTD | -15.7% | +45.6% | -61.4% | -24.0% |
| 1Y | +6.1% | +45.7% | -39.6% | -4.4% |
| All | +6.1% | +42.2% | -36.1% | -4.4% |
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