+31.0%
FTV vs WST
+49.0%
-18.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +3.7% | +4.9% | -1.1% | +2.7% |
| 30D | +16.8% | +10.7% | +6.2% | +14.7% |
| 3M | +10.4% | +16.8% | -6.4% | +7.3% |
| 6M | +12.8% | +32.0% | -19.1% | +6.6% |
| YTD | +23.3% | +49.9% | -26.6% | +12.5% |
| 1Y | +31.0% | +50.6% | -19.7% | +19.2% |
| All | +31.0% | +49.0% | -18.0% | +19.2% |
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