-40.6%
NOW vs WST
+42.2%
-82.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.2% | -0.1% |
| 7D | -3.0% | -3.1% | +0.1% | -3.5% |
| 30D | -26.0% | +9.1% | -35.1% | -25.2% |
| 3M | -13.1% | +14.7% | -27.8% | -11.7% |
| 6M | +14.5% | +28.0% | -13.5% | +18.2% |
| YTD | -33.4% | +45.6% | -79.1% | -30.6% |
| 1Y | -40.6% | +45.7% | -86.3% | -37.9% |
| All | -40.6% | +42.2% | -82.8% | -37.9% |
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 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