+6.3%
MSCI vs WST
-7.2%
+13.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.0% | +1.3% | -1.8% |
| 7D | +6.0% | -5.8% | +11.8% | +7.5% |
| 30D | +18.2% | +5.3% | +12.9% | +16.8% |
| 3M | +15.1% | +11.8% | +3.3% | +12.0% |
| 6M | +13.7% | +26.7% | -13.0% | +7.2% |
| YTD | +15.6% | +43.0% | -27.4% | +5.2% |
| 1Y | +16.3% | +38.9% | -22.5% | +6.4% |
| 3Y | +36.9% | +18.2% | +18.7% | +18.6% |
| 5Y | +6.3% | -1.5% | +7.8% | +2.6% |
| All | +6.3% | -7.2% | +13.6% | +2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling