+50.2%
WST vs BWA
+13.5%
+36.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.1% |
| 7D | +1.4% | -2.4% | +3.8% | +1.5% |
| 30D | +12.7% | -17.7% | +30.4% | +14.6% |
| 3M | +17.2% | -27.0% | +44.1% | +20.7% |
| 6M | +26.7% | -17.3% | +44.0% | +26.7% |
| YTD | +50.3% | +12.9% | +37.4% | +28.2% |
| 1Y | +50.2% | +12.9% | +37.3% | +28.4% |
| All | +50.2% | +13.5% | +36.8% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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