-6.1%
SHOP vs WST
+49.4%
-55.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | -2.5% | +1.1% | -3.5% | -2.7% |
| 30D | -16.7% | +12.4% | -29.1% | -18.7% |
| 3M | -2.2% | +17.6% | -19.8% | -5.5% |
| 6M | +45.6% | +28.3% | +17.3% | +38.1% |
| YTD | -7.3% | +50.5% | -57.8% | -13.6% |
| 1Y | -6.1% | +49.4% | -55.5% | -11.8% |
| All | -6.1% | +49.4% | -55.5% | -11.8% |
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