+34.3%
WST vs SUNB
+1.6%
+32.7%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.9% | -6.2% | -1.2% |
| 7D | -1.7% | +9.4% | -11.1% | -3.1% |
| 30D | -4.3% | -6.9% | +2.6% | -3.2% |
| 3M | +0.7% | -11.3% | +12.0% | +2.8% |
| 6M | +36.0% | -1.8% | +37.8% | +31.9% |
| All | +34.3% | +1.6% | +32.7% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 5y: compounded portfolio wealth divided by compounded SUNB 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…
5y analysis · Full analysis span regression · 6 months rolling