+1,076.1%
BE vs WST
-25.7%
+1,101.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -15.2% |
| 6M | +53.5% | +36.8% | +16.6% | +37.3% |
| YTD | +191.0% | +23.8% | +167.2% | +167.7% |
| 1Y | +360.5% | +37.8% | +322.7% | +306.2% |
| 3Y | +1,568.0% | -15.9% | +1,583.9% | +1,530.3% |
| All | +1,076.1% | -25.7% | +1,101.8% | +971.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling