+29.0%
GWW vs WST
+37.8%
-8.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.7% | -0.8% |
| 7D | -3.1% | +0.4% | -3.6% | -3.2% |
| 30D | -2.3% | -2.0% | -0.3% | -2.1% |
| 3M | -3.3% | +4.1% | -7.4% | -4.0% |
| 6M | +15.4% | +47.4% | -32.1% | +8.8% |
| YTD | +26.7% | +25.4% | +1.3% | +21.8% |
| 1Y | +29.0% | +35.3% | -6.3% | +22.4% |
| All | +29.0% | +37.8% | -8.8% | +22.4% |
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