+117.9%
BTSG vs WST
+47.3%
+70.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +17.4% | +1.3% | +16.1% | +17.0% |
| 30D | +12.6% | +8.5% | +4.1% | +10.4% |
| 3M | +11.2% | +17.2% | -6.0% | +6.9% |
| 6M | +30.4% | +36.3% | -5.9% | +18.6% |
| YTD | +86.4% | +48.9% | +37.5% | +62.5% |
| 1Y | +117.9% | +42.9% | +75.0% | +95.0% |
| All | +117.9% | +47.3% | +70.6% | +95.0% |
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