+148.6%
TE vs WST
+37.6%
+111.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.2% |
| 7D | -4.0% | +0.7% | -4.7% | -3.9% |
| 30D | -15.9% | -3.1% | -12.8% | -16.2% |
| 3M | -60.5% | +7.2% | -67.8% | -59.7% |
| 6M | -35.2% | +36.8% | -72.0% | -28.7% |
| YTD | -31.1% | +23.8% | -55.0% | -27.0% |
| 1Y | +148.6% | +37.8% | +110.9% | +151.0% |
| All | +148.6% | +37.6% | +111.1% | +151.0% |
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