-3.8%
IAU vs WST
+49.4%
-53.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | -2.0% | +1.1% | -3.0% | -2.0% |
| 30D | -4.4% | +12.4% | -16.8% | -5.1% |
| 3M | -8.9% | +17.6% | -26.5% | -9.8% |
| 6M | -15.9% | +28.3% | -44.2% | -17.1% |
| YTD | -7.8% | +50.5% | -58.3% | -9.7% |
| 1Y | -3.8% | +49.4% | -53.2% | -5.9% |
| All | -3.8% | +49.4% | -53.2% | -5.9% |
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