+20.6%
CDW vs WST
+52.5%
-32.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +3.0% | +2.9% |
| 7D | +13.1% | +1.4% | +11.7% | +12.9% |
| 30D | +19.1% | +12.7% | +6.4% | +18.2% |
| 3M | +24.7% | +17.2% | +7.6% | +23.3% |
| 6M | +63.4% | +26.7% | +36.7% | +60.0% |
| YTD | +26.3% | +50.3% | -24.0% | +17.6% |
| 1Y | +20.6% | +50.2% | -29.6% | +12.3% |
| All | +20.6% | +52.5% | -32.0% | +12.3% |
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