+56.6%
WST vs BTG
+17.5%
+39.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.3% | +1.3% |
| 7D | +4.2% | -9.1% | +13.3% | +5.1% |
| 30D | +11.2% | -1.6% | +12.8% | +11.2% |
| 3M | +20.4% | -2.8% | +23.2% | +20.2% |
| 6M | +37.9% | -7.6% | +45.5% | +38.7% |
| YTD | +51.8% | +10.2% | +41.6% | +47.9% |
| 1Y | +56.6% | +21.3% | +35.4% | +49.3% |
| All | +56.6% | +17.5% | +39.1% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling