+8.9%
GE vs WST
+52.5%
-43.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +5.4% | +1.4% | +4.0% | +5.1% |
| 30D | +9.6% | +12.7% | -3.1% | +7.8% |
| 3M | -7.7% | +17.2% | -24.9% | -9.9% |
| 6M | +14.0% | +26.7% | -12.6% | +9.4% |
| YTD | +10.2% | +50.3% | -40.1% | -0.8% |
| 1Y | +8.9% | +50.2% | -41.3% | -2.0% |
| All | +8.9% | +52.5% | -43.6% | -2.0% |
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