+34.3%
TRV vs WST
+37.6%
-3.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.3% |
| 7D | -0.1% | +0.7% | -0.9% | -0.2% |
| 30D | -3.4% | -3.1% | -0.3% | -3.4% |
| 3M | +26.4% | +7.2% | +19.2% | +25.8% |
| 6M | +19.3% | +36.8% | -17.5% | +17.2% |
| YTD | +28.3% | +23.8% | +4.5% | +27.0% |
| 1Y | +34.3% | +37.8% | -3.5% | +30.7% |
| All | +34.3% | +37.6% | -3.3% | +30.7% |
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