-38.7%
NOW vs WST
+47.3%
-86.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.2% |
| 7D | -27.5% | +1.3% | -28.8% | -27.2% |
| 30D | -20.0% | +8.5% | -28.5% | -19.2% |
| 3M | -7.9% | +17.2% | -25.1% | -6.2% |
| 6M | +18.3% | +36.3% | -18.0% | +23.0% |
| YTD | -29.0% | +48.9% | -77.9% | -25.9% |
| 1Y | -38.7% | +42.9% | -81.6% | -35.0% |
| All | -38.7% | +47.3% | -86.0% | -35.0% |
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 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