+22.8%
CTAS vs WST
+52.5%
-29.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.1% | +1.0% |
| 7D | +0.7% | +1.4% | -0.7% | +0.5% |
| 30D | +11.3% | +12.7% | -1.4% | +9.4% |
| 3M | +11.4% | +17.2% | -5.7% | +8.8% |
| 6M | +35.6% | +26.7% | +9.0% | +30.6% |
| YTD | +20.7% | +50.3% | -29.6% | +13.2% |
| 1Y | +22.8% | +50.2% | -27.4% | +15.0% |
| All | +22.8% | +52.5% | -29.7% | +15.0% |
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