+506.5%
HBM vs WST
-13.7%
+520.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +5.5% | -1.7% | +7.2% | +5.8% |
| 30D | +3.3% | -4.3% | +7.6% | +4.0% |
| 3M | +12.7% | +0.7% | +11.9% | +12.4% |
| 6M | +28.2% | +36.0% | -7.8% | +21.9% |
| YTD | +45.3% | +22.7% | +22.6% | +40.1% |
| 1Y | +121.7% | +34.1% | +87.6% | +110.6% |
| All | +506.5% | -13.7% | +520.2% | +513.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling