+52.3%
BDX vs WST
+47.3%
+5.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.4% | +5.1% | +5.5% |
| 7D | +7.2% | +1.3% | +5.9% | +6.9% |
| 30D | +15.8% | +8.5% | +7.3% | +13.8% |
| 3M | +23.7% | +17.2% | +6.5% | +19.7% |
| 6M | +44.8% | +36.3% | +8.6% | +36.4% |
| YTD | +39.8% | +48.9% | -9.1% | +31.0% |
| 1Y | +52.3% | +42.9% | +9.4% | +44.5% |
| All | +52.3% | +47.3% | +5.0% | +44.5% |
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