-18.9%
CG vs WST
+52.5%
-71.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +2.0% | +1.4% | +0.6% | +1.7% |
| 30D | +8.5% | +12.7% | -4.2% | +6.5% |
| 3M | -12.1% | +17.2% | -29.3% | -14.4% |
| 6M | -16.4% | +26.7% | -43.1% | -20.2% |
| YTD | -28.0% | +50.3% | -78.3% | -35.3% |
| 1Y | -18.9% | +50.2% | -69.1% | -27.1% |
| All | -18.9% | +52.5% | -71.4% | -27.1% |
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