+59.4%
BE vs WST
+49.0%
+10.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.4% |
| 7D | +20.5% | +4.9% | +15.7% | +18.5% |
| 30D | -23.4% | +10.7% | -34.0% | -25.4% |
| 3M | -14.9% | +16.8% | -31.7% | -18.6% |
| 6M | -28.1% | +32.0% | -60.0% | -32.9% |
| YTD | +132.4% | +49.9% | +82.5% | +102.5% |
| 1Y | +59.4% | +50.6% | +8.7% | +38.7% |
| All | +59.4% | +49.0% | +10.3% | +38.7% |
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