+42.9%
WST vs RVTY
+74.0%
-31.1%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.9% | +1.0% |
| 7D | +1.3% | -3.6% | +4.8% | +2.1% |
| 30D | +8.5% | +1.4% | +7.1% | +8.0% |
| 3M | +17.2% | +43.2% | -26.0% | +6.2% |
| 6M | +36.3% | +84.5% | -48.2% | +16.2% |
| YTD | +48.9% | +65.2% | -16.3% | +28.4% |
| 1Y | +42.9% | +74.3% | -31.4% | +18.0% |
| All | +42.9% | +74.0% | -31.1% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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