+4,455.0%
WEC vs WST
+14,250.0%
-9,795.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +0.8% |
| 7D | +3.2% | -5.8% | +9.0% | +4.1% |
| 30D | +14.7% | +5.3% | +9.3% | +13.8% |
| 3M | +10.2% | +11.8% | -1.6% | +8.3% |
| 6M | +4.5% | +26.7% | -22.2% | +0.6% |
| YTD | +15.1% | +43.0% | -27.9% | +8.3% |
| 1Y | +9.4% | +38.9% | -29.5% | +3.3% |
| 3Y | +56.9% | +18.2% | +38.7% | +45.5% |
| 5Y | +54.4% | -1.5% | +56.0% | +44.7% |
| 10Y | +183.5% | +439.0% | -255.5% | +94.5% |
| All | +4,455.0% | +14,250.0% | -9,795.0% | +1,926.3% |
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