+21.1%
WST vs DAR
+11.9%
+9.2%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.0% |
| 7D | -3.1% | -9.9% | +6.8% | -2.2% |
| 30D | +9.1% | -16.4% | +25.5% | +10.7% |
| 3M | +14.7% | -17.1% | +31.7% | +16.2% |
| 6M | +28.0% | -20.5% | +48.5% | +30.2% |
| YTD | +45.6% | +39.4% | +6.2% | +39.7% |
| 1Y | +45.7% | +57.2% | -11.6% | +38.0% |
| 3Y | +21.1% | +13.9% | +7.2% | +16.6% |
| All | +21.1% | +11.9% | +9.2% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling