+23.0%
C vs WST
+52.5%
-29.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.3% |
| 7D | -0.4% | +1.4% | -1.7% | -0.6% |
| 30D | -5.2% | +12.7% | -17.9% | -7.0% |
| 3M | -9.1% | +17.2% | -26.2% | -11.4% |
| 6M | -1.6% | +26.7% | -28.2% | -5.8% |
| YTD | +6.9% | +50.3% | -43.3% | -3.1% |
| 1Y | +23.0% | +50.2% | -27.3% | +11.3% |
| All | +23.0% | +52.5% | -29.6% | +11.3% |
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