-16.0%
WST vs AHR
+360.2%
-376.2%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.6% | +2.1% |
| 7D | +0.4% | -3.0% | +3.5% | +0.7% |
| 30D | -2.0% | +2.6% | -4.6% | -2.2% |
| 3M | +4.1% | +16.0% | -11.9% | +2.7% |
| 6M | +47.4% | +3.1% | +44.3% | +46.1% |
| YTD | +25.4% | +16.0% | +9.4% | +23.5% |
| 1Y | +35.3% | +28.0% | +7.3% | +32.1% |
| All | -16.0% | +360.2% | -376.2% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 5y: compounded portfolio wealth divided by compounded AHR 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…
5y analysis · Full analysis span regression · 6 months rolling