+43.4%
SMH vs WST
+47.3%
-3.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.2% | -2.8% |
| 7D | -11.2% | +1.3% | -12.4% | -11.4% |
| 30D | -20.4% | +8.5% | -28.9% | -21.7% |
| 3M | -12.4% | +17.2% | -29.6% | -15.2% |
| 6M | -0.5% | +36.3% | -36.8% | -7.3% |
| YTD | +40.0% | +48.9% | -8.9% | +25.1% |
| 1Y | +43.4% | +42.9% | +0.5% | +29.5% |
| All | +43.4% | +47.3% | -3.9% | +29.5% |
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 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