-96.6%
IRE vs WST
+53.0%
-149.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -0.4% | -13.1% | -13.3% |
| 7D | +11.1% | +4.9% | +6.2% | +8.0% |
| 30D | -75.2% | +10.7% | -85.8% | -76.1% |
| 3M | -86.4% | +16.8% | -103.2% | -87.3% |
| 6M | -94.8% | +32.0% | -126.8% | -95.6% |
| YTD | -93.3% | +49.9% | -143.2% | -95.2% |
| All | -96.6% | +53.0% | -149.6% | -97.6% |
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