+221.8%
FXI vs WST
+3,776.9%
-3,555.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | +1.0% | +0.7% | +0.3% | +0.8% |
| 30D | -0.6% | -3.1% | +2.6% | +0.5% |
| 3M | +1.9% | +7.2% | -5.3% | -0.9% |
| 6M | -0.2% | +36.8% | -37.0% | -11.5% |
| YTD | -5.6% | +23.8% | -29.4% | -13.7% |
| 1Y | -4.7% | +37.8% | -42.4% | -16.7% |
| 3Y | +38.0% | -15.9% | +53.9% | +31.2% |
| 5Y | -2.7% | -25.8% | +23.2% | -6.5% |
| 10Y | +19.9% | +319.6% | -299.7% | -53.8% |
| All | +221.8% | +3,776.9% | -3,555.2% | -54.8% |
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