+49.4%
WST vs RVTY
+70.8%
-21.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +1.1% | -0.7% | +1.8% | +1.2% |
| 30D | +12.4% | +1.7% | +10.6% | +11.8% |
| 3M | +17.6% | +36.8% | -19.2% | +8.0% |
| 6M | +28.3% | +60.1% | -31.8% | +13.1% |
| YTD | +50.5% | +64.0% | -13.5% | +30.5% |
| 1Y | +49.4% | +68.2% | -18.8% | +27.0% |
| All | +49.4% | +70.8% | -21.4% | +27.0% |
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