+151.8%
HPE vs WST
+33.7%
+118.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.4% | +5.2% |
| 7D | +13.6% | -1.7% | +15.3% | +13.9% |
| 30D | +7.7% | -4.3% | +12.0% | +8.3% |
| 3M | +22.4% | +0.7% | +21.6% | +22.0% |
| 6M | +172.6% | +36.0% | +136.6% | +153.3% |
| YTD | +147.5% | +22.7% | +124.8% | +130.2% |
| 1Y | +151.8% | +34.1% | +117.7% | +130.5% |
| All | +151.8% | +33.7% | +118.1% | +130.5% |
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