-1.5%
BND vs WST
+1.1%
-2.6%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | 0.0% |
| 7D | +0.4% | +1.3% | -0.9% | +0.4% |
| 30D | +2.0% | +12.9% | -10.9% | +1.8% |
| 3M | -0.4% | +16.7% | -17.0% | -0.7% |
| 6M | -0.9% | +26.8% | -27.8% | -1.4% |
| YTD | -0.3% | +50.5% | -50.8% | -1.2% |
| 1Y | 0.0% | +52.9% | -52.9% | -0.9% |
| 3Y | +15.1% | +23.9% | -8.8% | +13.7% |
| 5Y | -1.5% | +1.0% | -2.5% | -2.6% |
| All | -1.5% | +1.1% | -2.6% | -2.6% |
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