+1,691.4%
WST vs UUUU
-92.0%
+1,783.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.8% |
| 7D | +0.7% | -1.4% | +2.1% | +0.8% |
| 30D | -3.1% | +16.3% | -19.5% | -3.9% |
| 3M | +7.2% | -16.7% | +23.9% | +7.8% |
| 6M | +36.8% | -33.7% | +70.5% | +38.4% |
| YTD | +23.8% | -0.5% | +24.3% | +22.2% |
| 1Y | +37.8% | +28.9% | +8.9% | +33.3% |
| 3Y | -15.9% | +99.9% | -115.8% | -21.9% |
| 5Y | -25.8% | +135.3% | -161.1% | -32.7% |
| 10Y | +319.6% | +518.4% | -198.8% | +248.7% |
| All | +1,691.4% | -92.0% | +1,783.4% | +1,447.2% |
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