+24.2%
WST vs UUUU
-17.1%
+41.3%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.6% | +1.3% |
| 7D | +4.2% | -1.1% | +5.3% | +4.2% |
| 30D | +11.2% | -21.0% | +32.2% | +11.2% |
| 3M | +20.4% | -54.8% | +75.2% | +20.3% |
| 6M | +37.9% | -67.3% | +105.2% | +37.6% |
| YTD | +51.8% | -54.7% | +106.5% | +50.9% |
| 1Y | +56.6% | -57.4% | +114.1% | +55.7% |
| 3Y | +24.2% | -19.6% | +43.8% | +22.4% |
| All | +24.2% | -17.1% | +41.3% | +22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling