+303.5%
MXL vs WST
+37.6%
+265.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +6.0% |
| 7D | +1.6% | +0.7% | +0.9% | +1.2% |
| 30D | -7.0% | -3.1% | -3.8% | -5.4% |
| 3M | -33.4% | +7.2% | -40.6% | -34.8% |
| 6M | +260.2% | +36.8% | +223.3% | +211.9% |
| YTD | +260.0% | +23.8% | +236.1% | +222.1% |
| 1Y | +303.5% | +37.8% | +265.7% | +254.2% |
| All | +303.5% | +37.6% | +265.9% | +254.2% |
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