+42.9%
WST vs UUUU
-55.1%
+98.0%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.3% | +0.4% |
| 7D | +1.3% | -14.4% | +15.7% | +1.3% |
| 30D | +8.5% | -33.6% | +42.1% | +8.6% |
| 3M | +17.2% | -44.2% | +61.4% | +17.3% |
| 6M | +36.3% | -66.8% | +103.1% | +35.6% |
| YTD | +48.9% | -50.6% | +99.5% | +43.7% |
| 1Y | +42.9% | -57.8% | +100.7% | +38.9% |
| All | +42.9% | -55.1% | +98.0% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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