-56.1%
STLA vs WST
+42.2%
-98.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.3% |
| 7D | -4.5% | -3.1% | -1.4% | -4.3% |
| 30D | -3.9% | +9.1% | -13.0% | -4.1% |
| 3M | -20.2% | +14.7% | -34.9% | -20.4% |
| 6M | -42.2% | +28.0% | -70.2% | -42.4% |
| YTD | -59.3% | +45.6% | -105.0% | -54.9% |
| 1Y | -56.1% | +45.7% | -101.7% | -51.2% |
| All | -56.1% | +42.2% | -98.3% | -51.2% |
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