+62.6%
TD vs WST
+47.3%
+15.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.3% | +2.7% |
| 7D | +1.4% | +1.3% | +0.1% | +1.3% |
| 30D | +10.2% | +8.5% | +1.7% | +9.5% |
| 3M | +8.1% | +17.2% | -9.1% | +6.6% |
| 6M | +22.3% | +36.3% | -14.0% | +18.9% |
| YTD | +39.0% | +48.9% | -9.9% | +33.0% |
| 1Y | +62.6% | +42.9% | +19.7% | +55.8% |
| All | +62.6% | +47.3% | +15.3% | +55.8% |
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