+333.6%
WST vs UUUU
+495.2%
-161.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -6.3% | +8.5% | +2.6% |
| 7D | +0.4% | -5.0% | +5.5% | +0.8% |
| 30D | -2.0% | -7.8% | +5.8% | -1.6% |
| 3M | +4.1% | -0.4% | +4.5% | +3.7% |
| 6M | +47.4% | -32.9% | +80.3% | +49.8% |
| YTD | +25.4% | -6.3% | +31.7% | +23.1% |
| 1Y | +35.3% | +7.9% | +27.4% | +29.6% |
| 3Y | -11.7% | +85.2% | -96.9% | -21.7% |
| 5Y | -24.0% | +97.0% | -121.0% | -35.0% |
| All | +333.6% | +495.2% | -161.6% | +203.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling