+32.8%
SPG vs WST
+49.3%
-16.6%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +2.7% | +1.0% | +1.7% | +2.6% |
| 30D | +16.6% | +12.3% | +4.2% | +15.3% |
| 3M | +8.1% | +17.5% | -9.4% | +6.5% |
| 6M | +19.3% | +28.2% | -8.8% | +16.5% |
| YTD | +31.1% | +50.4% | -19.3% | +25.4% |
| 1Y | +32.8% | +49.3% | -16.5% | +27.1% |
| All | +32.8% | +49.3% | -16.6% | +27.1% |
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