+439.6%
THC vs WST
+23.5%
+416.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.4% |
| 7D | +8.8% | +1.4% | +7.5% | +8.8% |
| 30D | +10.0% | +12.7% | -2.7% | +10.0% |
| 3M | +11.7% | +17.2% | -5.5% | +11.7% |
| 6M | +52.5% | +26.7% | +25.8% | +52.2% |
| YTD | +46.1% | +50.3% | -4.2% | +45.1% |
| 1Y | +49.1% | +50.2% | -1.1% | +48.0% |
| 3Y | +439.6% | +21.7% | +417.9% | +391.8% |
| All | +439.6% | +23.5% | +416.1% | +391.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling