-58.9%
STLA vs WST
+52.5%
-111.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.6% |
| 7D | -4.9% | +1.4% | -6.3% | -5.0% |
| 30D | -4.9% | +12.7% | -17.6% | -5.3% |
| 3M | -23.7% | +17.2% | -40.8% | -24.1% |
| 6M | -45.0% | +26.7% | -71.6% | -45.2% |
| YTD | -60.9% | +50.3% | -111.2% | -56.6% |
| 1Y | -58.9% | +50.2% | -109.1% | -54.2% |
| All | -58.9% | +52.5% | -111.4% | -54.2% |
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