+21.3%
HPQ vs WST
+47.3%
-26.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.4% | +5.4% | +5.8% |
| 7D | -7.8% | +1.3% | -9.0% | -7.8% |
| 30D | -4.9% | +8.5% | -13.4% | -5.5% |
| 3M | +4.9% | +17.2% | -12.3% | +3.4% |
| 6M | +47.1% | +36.3% | +10.8% | +40.3% |
| YTD | +39.5% | +48.9% | -9.4% | +28.6% |
| 1Y | +21.3% | +42.9% | -21.6% | +13.5% |
| All | +21.3% | +47.3% | -26.0% | +13.5% |
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