+10.7%
SNDU vs WST
+72.5%
-61.9%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +0.4% | -16.2% | -16.0% |
| 7D | -48.0% | +1.3% | -49.3% | -48.2% |
| 30D | -66.4% | +8.5% | -74.9% | -67.7% |
| 3M | -58.7% | +17.2% | -75.9% | -62.4% |
| 6M | -68.6% | +36.3% | -104.9% | -72.3% |
| All | +10.7% | +72.5% | -61.9% | -21.1% |
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