-0.3%
SPOT vs WST
+47.3%
-47.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.4% | +4.2% | +4.6% |
| 7D | +16.6% | +1.3% | +15.3% | +16.4% |
| 30D | +29.9% | +8.5% | +21.4% | +29.0% |
| 3M | +31.3% | +17.2% | +14.1% | +29.3% |
| 6M | +43.2% | +36.3% | +6.9% | +38.4% |
| YTD | +8.1% | +48.9% | -40.8% | +1.6% |
| 1Y | -0.3% | +42.9% | -43.2% | -6.4% |
| All | -0.3% | +47.3% | -47.6% | -6.4% |
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