+6.5%
CAT vs WST
+49.0%
-42.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | +9.3% | +4.9% | +4.5% | +8.1% |
| 30D | -21.5% | +10.7% | -32.2% | -23.3% |
| 3M | -29.1% | +16.8% | -45.9% | -31.6% |
| 6M | -33.4% | +32.0% | -65.3% | -38.3% |
| YTD | +6.6% | +49.9% | -43.4% | -7.7% |
| 1Y | +6.5% | +50.6% | -44.1% | -7.8% |
| All | +6.5% | +49.0% | -42.5% | -7.8% |
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