+19.3%
TECH vs WST
+49.0%
-29.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.2% |
| 7D | +0.2% | +4.9% | -4.6% | -1.2% |
| 30D | +0.5% | +10.7% | -10.2% | -2.7% |
| 3M | +1.0% | +16.8% | -15.9% | -4.0% |
| 6M | +54.1% | +32.0% | +22.1% | +40.8% |
| YTD | +24.4% | +49.9% | -25.5% | +10.3% |
| 1Y | +19.3% | +50.6% | -31.3% | +5.4% |
| All | +19.3% | +49.0% | -29.7% | +5.4% |
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