+28,011.2%
TQQQ vs WST
+2,530.0%
+25,481.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.2% | -4.9% | -4.8% |
| 7D | +10.4% | +4.2% | +6.2% | +6.4% |
| 30D | -22.2% | +11.2% | -33.4% | -28.9% |
| 3M | -25.1% | +20.4% | -45.5% | -36.9% |
| 6M | -25.0% | +37.9% | -62.9% | -44.9% |
| YTD | +10.1% | +51.8% | -41.7% | -28.5% |
| 1Y | +11.0% | +56.6% | -45.6% | -30.4% |
| 3Y | +195.0% | +24.2% | +170.8% | +57.4% |
| 5Y | +46.6% | +0.7% | +46.0% | +6.3% |
| 10Y | +2,362.5% | +456.3% | +1,906.2% | +109.4% |
| All | +28,011.2% | +2,530.0% | +25,481.2% | +219.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling