+143.3%
DELL vs WST
+47.3%
+96.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.4% | -9.3% | -8.9% |
| 7D | -24.6% | +1.3% | -25.9% | -24.8% |
| 30D | -32.5% | +8.5% | -41.0% | -33.8% |
| 3M | -20.2% | +17.2% | -37.4% | -23.6% |
| 6M | +76.5% | +36.3% | +40.2% | +59.0% |
| YTD | +198.9% | +48.9% | +150.0% | +145.3% |
| 1Y | +143.3% | +42.9% | +100.4% | +101.1% |
| All | +143.3% | +47.3% | +96.0% | +101.1% |
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