+159.9%
DELL vs WST
+54.9%
+105.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.2% | -8.4% | -7.6% |
| 7D | +4.9% | +4.2% | +0.7% | +3.5% |
| 30D | -32.1% | +11.2% | -43.3% | -33.7% |
| 3M | -30.2% | +20.4% | -50.6% | -33.5% |
| 6M | +41.7% | +37.9% | +3.8% | +28.0% |
| YTD | +176.6% | +51.8% | +124.8% | +127.0% |
| 1Y | +159.9% | +56.6% | +103.3% | +112.5% |
| All | +159.9% | +54.9% | +105.0% | +112.5% |
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