-51.1%
FIS vs WST
+47.3%
-98.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +0.4% | -24.1% | -23.7% |
| 7D | -18.4% | +1.3% | -19.7% | -18.6% |
| 30D | -11.4% | +8.5% | -19.9% | -12.2% |
| 3M | -32.0% | +17.2% | -49.2% | -33.2% |
| 6M | -35.6% | +36.3% | -71.9% | -38.1% |
| YTD | -53.8% | +48.9% | -102.7% | -57.0% |
| 1Y | -51.1% | +42.9% | -94.0% | -54.0% |
| All | -51.1% | +47.3% | -98.4% | -54.0% |
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 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