+11.1%
RDW vs WST
+47.3%
-36.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.4% | -5.0% |
| 7D | -14.3% | +1.3% | -15.6% | -14.4% |
| 30D | -26.0% | +8.5% | -34.5% | -26.8% |
| 3M | -27.4% | +17.2% | -44.6% | -29.0% |
| 6M | -10.6% | +36.3% | -46.9% | -13.4% |
| YTD | +1.6% | +48.9% | -47.3% | -2.8% |
| 1Y | +11.1% | +42.9% | -31.8% | +10.9% |
| All | +11.1% | +47.3% | -36.2% | +10.9% |
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