-16.0%
NOW vs WST
+16.9%
-32.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.0% | -1.9% | -5.7% |
| 7D | -6.7% | -5.8% | -0.9% | -6.4% |
| 30D | -25.8% | +5.3% | -31.1% | -26.1% |
| 3M | -12.7% | +11.8% | -24.5% | -13.4% |
| 6M | +11.2% | +26.7% | -15.5% | +9.3% |
| YTD | -33.2% | +43.0% | -76.2% | -35.1% |
| 1Y | -41.8% | +38.9% | -80.7% | -43.4% |
| All | -16.0% | +16.9% | -32.9% | -22.3% |
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