+87.7%
WDC vs WST
+49.0%
+38.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | +16.3% | +4.9% | +11.4% | +14.0% |
| 30D | -18.3% | +10.7% | -28.9% | -20.7% |
| 3M | -31.4% | +16.8% | -48.3% | -34.6% |
| 6M | -36.3% | +32.0% | -68.3% | -42.6% |
| YTD | +80.8% | +49.9% | +30.9% | +49.8% |
| 1Y | +87.7% | +50.6% | +37.1% | +55.5% |
| All | +87.7% | +49.0% | +38.7% | +55.5% |
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