+7,989.2%
WST vs AEE
+881.3%
+7,107.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +4.9% | +0.6% | +4.2% | +4.6% |
| 30D | +10.7% | +8.8% | +1.9% | +7.2% |
| 3M | +16.8% | +5.1% | +11.8% | +14.5% |
| 6M | +32.0% | +5.2% | +26.8% | +29.0% |
| YTD | +49.9% | +16.1% | +33.9% | +41.0% |
| 1Y | +50.6% | +10.4% | +40.2% | +44.3% |
| 3Y | +21.4% | +63.1% | -41.7% | -1.3% |
| 5Y | -0.6% | +55.6% | -56.2% | -18.1% |
| 10Y | +449.4% | +217.1% | +232.3% | +235.2% |
| All | +7,989.2% | +881.3% | +7,107.9% | +3,314.7% |
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