+2,095.7%
WST vs UUUU
-96.4%
+2,192.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.3% |
| 3M | +20.4% | -54.8% | +75.2% | +24.3% |
| 6M | +37.9% | -67.3% | +105.2% | +44.0% |
| YTD | +51.8% | -54.7% | +106.5% | +54.8% |
| 1Y | +56.6% | -57.4% | +114.1% | +59.9% |
| 3Y | +24.2% | -19.6% | +43.8% | +20.1% |
| 5Y | +0.7% | -40.0% | +40.7% | -3.0% |
| 10Y | +456.3% | +364.1% | +92.2% | +370.8% |
| All | +2,095.7% | -96.4% | +2,192.0% | +1,859.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling