+37.2%
MSCI vs WST
+16.9%
+20.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.0% | +1.3% | -2.4% |
| 7D | +6.0% | -5.8% | +11.8% | +6.5% |
| 30D | +18.2% | +5.3% | +12.9% | +17.8% |
| 3M | +15.1% | +11.8% | +3.3% | +14.2% |
| 6M | +13.7% | +26.7% | -13.0% | +11.7% |
| YTD | +15.6% | +43.0% | -27.4% | +12.3% |
| 1Y | +16.3% | +38.9% | -22.5% | +13.1% |
| All | +37.2% | +16.9% | +20.3% | +22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling