+87.8%
CRS vs WST
+33.7%
+54.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -0.5% | -1.7% | +1.1% | +0.1% |
| 30D | -18.1% | -4.3% | -13.8% | -16.7% |
| 3M | -12.4% | +0.7% | -13.2% | -13.3% |
| 6M | +15.9% | +36.0% | -20.1% | -3.0% |
| YTD | +45.8% | +22.7% | +23.1% | +31.2% |
| 1Y | +87.8% | +34.1% | +53.6% | +61.4% |
| All | +87.8% | +33.7% | +54.0% | +61.4% |
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