+30.9%
WST vs UUUU
+9.0%
+22.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -6.3% | +8.5% | +2.1% |
| 7D | +0.4% | -5.0% | +5.5% | +0.4% |
| 30D | -2.0% | -7.8% | +5.8% | -2.1% |
| 3M | +4.1% | -0.4% | +4.5% | +4.0% |
| 6M | +47.4% | -32.9% | +80.3% | +46.0% |
| YTD | +25.4% | -6.3% | +31.7% | +24.8% |
| All | +30.9% | +9.0% | +22.0% | +26.1% |
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