+66.5%
STX vs WST
+42.2%
+24.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.7% |
| 7D | -28.5% | -3.1% | -25.4% | -27.8% |
| 30D | -42.9% | +9.1% | -52.0% | -43.6% |
| 3M | -45.9% | +14.7% | -60.6% | -47.1% |
| 6M | -41.3% | +28.0% | -69.3% | -44.7% |
| YTD | +67.9% | +45.6% | +22.3% | +48.5% |
| 1Y | +66.5% | +45.7% | +20.9% | +46.6% |
| All | +66.5% | +42.2% | +24.3% | +46.6% |
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