+52.5%
SOXX vs WST
+47.3%
+5.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.6% | -3.2% |
| 7D | -13.7% | +1.3% | -15.0% | -13.9% |
| 30D | -23.6% | +8.5% | -32.1% | -25.0% |
| 3M | -16.9% | +17.2% | -34.1% | -20.0% |
| 6M | -2.4% | +36.3% | -38.7% | -10.3% |
| YTD | +49.8% | +48.9% | +0.9% | +31.8% |
| 1Y | +52.5% | +42.9% | +9.6% | +36.0% |
| All | +52.5% | +47.3% | +5.2% | +36.0% |
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