+125.2%
FHN vs WST
+22.8%
+102.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | +1.3% | +4.9% | -3.6% | +0.8% |
| 30D | +2.8% | +10.7% | -7.9% | +1.9% |
| 3M | -8.9% | +16.8% | -25.7% | -10.2% |
| 6M | -0.7% | +32.0% | -32.7% | -3.2% |
| YTD | +0.1% | +49.9% | -49.9% | -3.8% |
| 1Y | +10.4% | +50.6% | -40.2% | +6.1% |
| All | +125.2% | +22.8% | +102.4% | +103.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling