+232.7%
LITE vs WST
+47.3%
+185.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.4% | -8.3% | -7.9% |
| 7D | -31.4% | +1.3% | -32.7% | -31.5% |
| 30D | -42.6% | +8.5% | -51.1% | -43.3% |
| 3M | -26.2% | +17.2% | -43.4% | -28.3% |
| 6M | -35.8% | +36.3% | -72.1% | -40.2% |
| YTD | +70.0% | +48.9% | +21.1% | +56.1% |
| 1Y | +232.7% | +42.9% | +189.8% | +211.3% |
| All | +232.7% | +47.3% | +185.4% | +211.3% |
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