-83.7%
IRE vs WST
+22.9%
-106.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -0.8% | +14.8% | +14.5% |
| 7D | +54.8% | +0.7% | +54.0% | +54.1% |
| 30D | +18.4% | -3.1% | +21.5% | +21.5% |
| 3M | -66.7% | +7.2% | -73.9% | -68.8% |
| 6M | -52.3% | +36.8% | -89.1% | -62.1% |
| YTD | -52.3% | +23.8% | -76.2% | -60.9% |
| All | -83.7% | +22.9% | -106.5% | -86.1% |
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