+70.8%
PAAS vs WST
-0.1%
+70.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +1.1% |
| 7D | +8.4% | -3.1% | +11.5% | +9.0% |
| 30D | -7.2% | +9.1% | -16.3% | -8.7% |
| 3M | -14.0% | +14.7% | -28.7% | -16.2% |
| 6M | -26.8% | +28.0% | -54.8% | -30.1% |
| YTD | -19.8% | +45.6% | -65.4% | -25.6% |
| 1Y | +22.8% | +45.7% | -22.8% | +13.9% |
| 3Y | +183.6% | +21.1% | +162.6% | +155.7% |
| All | +70.8% | -0.1% | +70.9% | +54.5% |
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