+545.8%
DELL vs WST
-2.2%
+548.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.9% | +1.8% | +3.3% |
| 7D | -22.6% | -3.1% | -19.5% | -21.9% |
| 30D | -43.2% | +9.1% | -52.3% | -44.2% |
| 3M | -24.8% | +14.7% | -39.5% | -27.1% |
| 6M | +38.0% | +28.0% | +10.0% | +30.3% |
| YTD | +163.7% | +45.6% | +118.1% | +141.0% |
| 1Y | +122.5% | +45.7% | +76.9% | +103.1% |
| 3Y | +377.0% | +21.1% | +355.9% | +325.9% |
| All | +545.8% | -2.2% | +548.0% | +468.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling