+32.4%
PWR vs WST
+47.3%
-14.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +0.4% | -12.1% | -11.7% |
| 7D | -4.4% | +1.3% | -5.6% | -4.5% |
| 30D | -15.1% | +8.5% | -23.6% | -16.0% |
| 3M | -16.2% | +17.2% | -33.5% | -18.1% |
| 6M | -23.3% | +36.3% | -59.6% | -27.0% |
| YTD | +37.6% | +48.9% | -11.3% | +26.3% |
| 1Y | +32.4% | +42.9% | -10.5% | +22.6% |
| All | +32.4% | +47.3% | -14.9% | +22.6% |
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