+146.1%
LITE vs WST
+49.0%
+97.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.5% |
| 7D | +22.6% | +4.9% | +17.7% | +20.7% |
| 30D | -36.8% | +10.7% | -47.5% | -37.8% |
| 3M | -33.0% | +16.8% | -49.8% | -35.0% |
| 6M | -37.1% | +32.0% | -69.0% | -41.0% |
| YTD | +69.5% | +49.9% | +19.5% | +54.0% |
| 1Y | +146.1% | +50.6% | +95.5% | +122.4% |
| All | +146.1% | +49.0% | +97.1% | +122.4% |
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