+33.8%
SOLS vs WST
+24.9%
+8.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +1.9% | +1.3% |
| 7D | +4.5% | -0.3% | +4.8% | +4.5% |
| 30D | +6.0% | -4.6% | +10.6% | +6.3% |
| 3M | -19.7% | +5.7% | -25.4% | -19.7% |
| 6M | -10.4% | +37.6% | -48.0% | -13.8% |
| YTD | +33.3% | +23.0% | +10.2% | +28.9% |
| All | +33.8% | +24.9% | +8.9% | +28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling