+17.5%
P vs WST
+47.3%
-29.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.4% | -5.4% | -5.0% |
| 7D | -19.4% | +1.3% | -20.6% | -19.4% |
| 30D | -22.3% | +8.5% | -30.8% | -22.9% |
| 3M | +33.2% | +17.2% | +16.0% | +30.7% |
| 6M | +53.6% | +36.3% | +17.4% | +45.5% |
| YTD | +66.8% | +48.9% | +17.9% | +38.8% |
| 1Y | +17.5% | +42.9% | -25.4% | -5.4% |
| All | +17.5% | +47.3% | -29.8% | -5.4% |
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 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