+36.2%
TRV vs WST
+33.7%
+2.5%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.3% |
| 7D | +0.2% | -1.7% | +1.8% | +0.2% |
| 30D | -2.3% | -4.3% | +2.0% | -2.2% |
| 3M | +22.7% | +0.7% | +21.9% | +22.4% |
| 6M | +21.9% | +36.0% | -14.1% | +19.7% |
| YTD | +27.5% | +22.7% | +4.7% | +26.1% |
| 1Y | +36.2% | +34.1% | +2.1% | +32.8% |
| All | +36.2% | +33.7% | +2.5% | +32.8% |
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 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