-2.8%
LQD vs WST
+49.0%
-51.8%
-6.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -1.5% | +4.9% | -6.4% | -1.7% |
| 30D | +0.9% | +10.7% | -9.8% | +0.5% |
| 3M | -1.7% | +16.8% | -18.5% | -2.2% |
| 6M | -2.8% | +32.0% | -34.7% | -3.7% |
| YTD | -2.8% | +49.9% | -52.7% | -4.0% |
| 1Y | -2.8% | +50.6% | -53.4% | -4.1% |
| All | -2.8% | +49.0% | -51.8% | -4.1% |
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