+19.7%
HPQ vs WST
-15.5%
+35.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.9% | -4.4% |
| 7D | -0.5% | -0.3% | -0.2% | -0.5% |
| 30D | +3.7% | -4.6% | +8.3% | +4.1% |
| 3M | +24.3% | +5.7% | +18.6% | +23.4% |
| 6M | +64.8% | +37.6% | +27.2% | +59.0% |
| YTD | +43.9% | +23.0% | +20.9% | +40.2% |
| 1Y | +11.7% | +33.8% | -22.2% | +7.8% |
| 3Y | +19.7% | -13.4% | +33.0% | +12.5% |
| All | +19.7% | -15.5% | +35.2% | +12.5% |
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 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