+335.8%
WST vs IBN
+312.2%
+23.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.1% |
| 7D | -1.7% | -5.1% | +3.4% | -0.7% |
| 30D | -4.3% | -3.5% | -0.8% | -3.7% |
| 3M | +0.7% | +11.3% | -10.6% | -1.4% |
| 6M | +36.0% | +4.4% | +31.6% | +34.7% |
| YTD | +22.7% | -1.8% | +24.5% | +22.8% |
| 1Y | +34.1% | -8.0% | +42.1% | +35.6% |
| 3Y | -13.6% | +27.1% | -40.6% | -18.3% |
| 5Y | -26.0% | +54.5% | -80.5% | -32.7% |
| 10Y | +335.8% | +314.2% | +21.5% | +236.9% |
| All | +335.8% | +312.2% | +23.6% | +236.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling