-29.5%
AZO vs WST
+37.6%
-67.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | +0.7% | +0.7% | 0.0% | +0.6% |
| 30D | -2.7% | -3.1% | +0.4% | -2.4% |
| 3M | -3.2% | +7.2% | -10.4% | -3.8% |
| 6M | -19.7% | +36.8% | -56.6% | -21.8% |
| YTD | -12.0% | +23.8% | -35.9% | -14.8% |
| 1Y | -29.5% | +37.8% | -67.3% | -33.4% |
| All | -29.5% | +37.6% | -67.1% | -33.4% |
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