+6,582.1%
WST vs AEE
+813.9%
+5,768.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +0.7% | +0.3% | +0.4% | +0.6% |
| 30D | -3.1% | -2.3% | -0.9% | -2.3% |
| 3M | +7.2% | +0.2% | +7.0% | +6.9% |
| 6M | +36.8% | -4.7% | +41.6% | +38.9% |
| YTD | +23.8% | +8.1% | +15.7% | +19.7% |
| 1Y | +37.8% | +8.5% | +29.2% | +32.7% |
| 3Y | -15.9% | +48.9% | -64.8% | -29.3% |
| 5Y | -25.8% | +39.9% | -65.7% | -36.4% |
| 10Y | +319.6% | +186.5% | +133.1% | +165.8% |
| All | +6,582.1% | +813.9% | +5,768.2% | +2,800.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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