+6.5%
GE vs WST
+42.2%
-35.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.9% | +0.8% | +2.4% |
| 7D | +7.1% | -3.1% | +10.2% | +7.7% |
| 30D | +6.5% | +9.1% | -2.6% | +5.2% |
| 3M | -13.6% | +14.7% | -28.3% | -15.3% |
| 6M | +6.0% | +28.0% | -22.0% | +1.3% |
| YTD | +5.4% | +45.6% | -40.3% | -4.4% |
| 1Y | +6.5% | +45.7% | -39.2% | -3.7% |
| All | +6.5% | +42.2% | -35.7% | -3.7% |
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