+40,092.1%
AZO vs WST
+15,845.9%
+24,246.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | -0.5% | -0.3% | -0.2% | -0.4% |
| 30D | -5.6% | -4.6% | -1.0% | -4.8% |
| 3M | -4.0% | +5.7% | -9.7% | -5.1% |
| 6M | -18.9% | +37.6% | -56.5% | -24.1% |
| YTD | -13.0% | +23.0% | -36.0% | -17.0% |
| 1Y | -30.4% | +33.8% | -64.3% | -35.0% |
| 3Y | +12.7% | -13.4% | +26.0% | +9.2% |
| 5Y | +89.6% | -27.0% | +116.6% | +86.9% |
| 10Y | +304.7% | +324.5% | -19.9% | +158.3% |
| All | +40,092.1% | +15,845.9% | +24,246.3% | +11,660.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling