-11.8%
BA vs WST
+42.2%
-54.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.3% | +0.2% |
| 7D | +1.1% | -3.1% | +4.2% | +1.6% |
| 30D | -7.9% | +9.1% | -17.0% | -9.1% |
| 3M | -25.3% | +14.7% | -40.0% | -26.9% |
| 6M | -24.6% | +28.0% | -52.6% | -27.8% |
| YTD | -20.1% | +45.6% | -65.8% | -27.1% |
| 1Y | -11.8% | +45.7% | -57.4% | -19.7% |
| All | -11.8% | +42.2% | -54.0% | -19.7% |
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