+32.8%
IWD vs WST
+47.3%
-14.5%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.5% |
| 7D | +2.5% | +1.3% | +1.3% | +2.4% |
| 30D | +6.0% | +8.5% | -2.5% | +4.9% |
| 3M | +3.8% | +17.2% | -13.5% | +1.7% |
| 6M | +16.3% | +36.3% | -19.9% | +11.3% |
| YTD | +27.5% | +48.9% | -21.4% | +19.8% |
| 1Y | +32.8% | +42.9% | -10.1% | +25.9% |
| All | +32.8% | +47.3% | -14.5% | +25.9% |
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