+58.4%
GWW vs WST
+49.4%
+9.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | 0.0% | +1.1% | -1.1% | -0.2% |
| 30D | +14.0% | +12.4% | +1.6% | +12.1% |
| 3M | +14.4% | +17.6% | -3.2% | +11.7% |
| 6M | +21.7% | +28.3% | -6.6% | +16.9% |
| YTD | +48.4% | +50.5% | -2.1% | +38.5% |
| 1Y | +58.4% | +49.4% | +9.0% | +47.9% |
| All | +58.4% | +49.4% | +9.0% | +47.9% |
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