+2,771.1%
NOW vs WST
+1,363.7%
+1,407.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.7% |
| 7D | -2.4% | +0.7% | -3.1% | -2.7% |
| 30D | +20.5% | -3.1% | +23.7% | +22.0% |
| 3M | +18.3% | +7.2% | +11.1% | +14.4% |
| 6M | +24.1% | +36.8% | -12.7% | +6.2% |
| YTD | -7.8% | +23.8% | -31.6% | -18.0% |
| 1Y | -21.4% | +37.8% | -59.2% | -34.0% |
| 3Y | +19.5% | -15.9% | +35.4% | +12.1% |
| 5Y | +4.1% | -25.8% | +29.9% | +3.9% |
| 10Y | +826.4% | +319.6% | +506.8% | +195.1% |
| All | +2,771.1% | +1,363.7% | +1,407.5% | +441.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling