+3.7%
U vs WST
+37.6%
-33.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.9% |
| 7D | -3.8% | +0.7% | -4.6% | -3.9% |
| 30D | +17.5% | -3.1% | +20.6% | +18.1% |
| 3M | +38.7% | +7.2% | +31.5% | +37.2% |
| 6M | +104.4% | +36.8% | +67.6% | +90.7% |
| YTD | -5.7% | +23.8% | -29.5% | -10.5% |
| 1Y | +3.7% | +37.8% | -34.1% | -6.2% |
| All | +3.7% | +37.6% | -33.9% | -6.2% |
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