+55.6%
PAAS vs WST
+1.5%
+54.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -5.2% | +1.0% | -6.2% | -5.4% |
| 30D | -13.9% | +12.3% | -26.2% | -15.7% |
| 3M | -23.8% | +17.5% | -41.3% | -26.0% |
| 6M | -36.4% | +28.2% | -64.6% | -39.3% |
| YTD | -23.4% | +50.4% | -73.8% | -29.3% |
| 1Y | +5.6% | +49.3% | -43.7% | -2.5% |
| 3Y | +209.7% | +21.8% | +187.9% | +180.8% |
| 5Y | +55.6% | +0.3% | +55.3% | +39.2% |
| All | +55.6% | +1.5% | +54.1% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling