+17,845.4%
WDC vs WST
+12,330.1%
+5,515.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.7% | +6.2% |
| 7D | +1.7% | +0.7% | +1.0% | +1.4% |
| 30D | -10.0% | -3.1% | -6.8% | -9.0% |
| 3M | -18.8% | +7.2% | -26.0% | -21.4% |
| 6M | +79.0% | +36.8% | +42.2% | +57.2% |
| YTD | +171.6% | +23.8% | +147.7% | +147.4% |
| 1Y | +417.4% | +37.8% | +379.6% | +350.3% |
| 3Y | +1,251.8% | -15.9% | +1,267.7% | +1,184.1% |
| 5Y | +911.7% | -25.8% | +937.5% | +872.2% |
| 10Y | +1,399.6% | +319.6% | +1,080.0% | +534.8% |
| All | +17,845.4% | +12,330.1% | +5,515.3% | +1,986.2% |
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 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