+11,028.0%
WDC vs WST
+15,003.6%
-3,975.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.3% | +6.5% | +8.6% |
| 7D | -14.4% | +1.3% | -15.7% | -14.6% |
| 30D | -27.1% | +12.9% | -39.9% | -30.1% |
| 3M | -33.3% | +16.7% | -49.9% | -37.1% |
| 6M | -39.6% | +26.8% | -66.4% | -45.1% |
| YTD | +68.4% | +50.5% | +17.9% | +42.7% |
| 1Y | +78.2% | +52.9% | +25.3% | +49.8% |
| 3Y | +772.0% | +23.9% | +748.1% | +608.8% |
| 5Y | +584.9% | +1.0% | +583.9% | +485.2% |
| 10Y | +653.4% | +451.4% | +202.1% | +187.6% |
| All | +11,028.0% | +15,003.6% | -3,975.6% | +1,102.9% |
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