+104.9%
PSX vs WST
+35.8%
+69.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.2% | +1.6% |
| 7D | +2.8% | -0.3% | +3.1% | +2.8% |
| 30D | +27.8% | -4.6% | +32.4% | +28.1% |
| 3M | +42.0% | +5.7% | +36.3% | +41.4% |
| 6M | +58.1% | +37.6% | +20.5% | +52.3% |
| YTD | +105.0% | +23.0% | +82.0% | +101.2% |
| 1Y | +104.9% | +33.8% | +71.1% | +97.2% |
| All | +104.9% | +35.8% | +69.1% | +97.2% |
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 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