+24.3%
P vs WST
+49.0%
-24.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.5% |
| 7D | +17.8% | +4.9% | +13.0% | +16.8% |
| 30D | -29.9% | +10.7% | -40.5% | -30.4% |
| 3M | -1.2% | +16.8% | -18.0% | -2.6% |
| 6M | +32.1% | +32.0% | +0.2% | +27.0% |
| YTD | +64.3% | +49.9% | +14.4% | +36.1% |
| 1Y | +24.3% | +50.6% | -26.4% | +4.4% |
| All | +24.3% | +49.0% | -24.7% | +4.4% |
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