+6,541.0%
DOV vs WST
+15,003.6%
-8,462.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.3% | +1.2% | +3.5% |
| 7D | -1.4% | +1.3% | -2.6% | -1.7% |
| 30D | +12.8% | +12.9% | -0.1% | +8.8% |
| 3M | +1.1% | +16.7% | -15.5% | -3.5% |
| 6M | -2.6% | +26.8% | -29.4% | -9.7% |
| YTD | +9.9% | +50.5% | -40.6% | -3.8% |
| 1Y | +19.3% | +52.9% | -33.6% | +3.9% |
| 3Y | +68.4% | +23.9% | +44.5% | +43.2% |
| 5Y | +29.1% | +1.0% | +28.1% | +14.1% |
| 10Y | +340.2% | +451.4% | -111.2% | +109.3% |
| All | +6,541.0% | +15,003.6% | -8,462.6% | +1,299.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling