+2.9%
IAU vs WST
+47.3%
-44.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.2% | +3.6% |
| 7D | -0.3% | +1.3% | -1.5% | -0.3% |
| 30D | -1.9% | +8.5% | -10.4% | -2.3% |
| 3M | -0.4% | +17.2% | -17.6% | -1.4% |
| 6M | -10.1% | +36.3% | -46.4% | -11.6% |
| YTD | -5.9% | +48.9% | -54.8% | -7.8% |
| 1Y | +2.9% | +42.9% | -40.0% | +1.1% |
| All | +2.9% | +47.3% | -44.4% | +1.1% |
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