-11.2%
AXP vs WST
+42.2%
-53.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.5% |
| 7D | +0.6% | -3.1% | +3.7% | +1.0% |
| 30D | +5.8% | +9.1% | -3.3% | +4.8% |
| 3M | -6.0% | +14.7% | -20.7% | -7.6% |
| 6M | +0.3% | +28.0% | -27.7% | -1.9% |
| YTD | -12.3% | +45.6% | -57.9% | -14.4% |
| 1Y | -11.2% | +45.7% | -56.9% | -13.5% |
| All | -11.2% | +42.2% | -53.4% | -13.5% |
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