+785.4%
MSCI vs WST
+441.1%
+344.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.1% | -2.9% |
| 7D | +2.8% | -3.1% | +5.9% | +3.9% |
| 30D | +15.4% | +9.1% | +6.3% | +12.1% |
| 3M | +13.4% | +14.7% | -1.3% | +8.1% |
| 6M | +10.9% | +28.0% | -17.1% | +1.4% |
| YTD | +13.0% | +45.6% | -32.7% | -2.2% |
| 1Y | +12.0% | +45.7% | -33.6% | -3.2% |
| 3Y | +34.1% | +21.1% | +13.0% | +9.1% |
| 5Y | +3.9% | +0.3% | +3.6% | -8.7% |
| All | +785.4% | +441.1% | +344.3% | +240.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling