+6.1%
HIG vs WST
+37.8%
-31.7%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | 0.0% |
| 7D | -2.3% | +0.4% | -2.7% | -2.3% |
| 30D | -1.2% | -2.0% | +0.8% | -1.1% |
| 3M | +6.3% | +4.1% | +2.2% | +6.1% |
| 6M | +0.6% | +47.4% | -46.8% | -2.0% |
| YTD | +0.6% | +25.4% | -24.8% | -0.8% |
| 1Y | +6.1% | +35.3% | -29.2% | +3.8% |
| All | +6.1% | +37.8% | -31.7% | +3.8% |
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