+360.5%
BE vs WST
+37.6%
+322.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.8% | +8.2% | +7.6% |
| 7D | +20.0% | +0.7% | +19.2% | +19.6% |
| 30D | +7.9% | -3.1% | +11.1% | +9.0% |
| 3M | -13.2% | +7.2% | -20.4% | -14.2% |
| 6M | +53.5% | +36.8% | +16.6% | +42.3% |
| YTD | +191.0% | +23.8% | +167.2% | +173.6% |
| 1Y | +360.5% | +37.8% | +322.7% | +324.1% |
| All | +360.5% | +37.6% | +322.9% | +324.1% |
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 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