+5,733.8%
WST vs WCC
+1,713.7%
+4,020.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.9% | -4.7% | -1.5% |
| 7D | +0.7% | +4.5% | -3.7% | 0.0% |
| 30D | -3.1% | -5.8% | +2.6% | -2.3% |
| 3M | +7.2% | -3.7% | +10.9% | +7.3% |
| 6M | +36.8% | +23.1% | +13.8% | +30.6% |
| YTD | +23.8% | +44.2% | -20.3% | +15.0% |
| 1Y | +37.8% | +62.1% | -24.3% | +24.9% |
| 3Y | -15.9% | +121.1% | -137.0% | -29.8% |
| 5Y | -25.8% | +214.0% | -239.8% | -42.9% |
| 10Y | +319.6% | +472.8% | -153.2% | +171.5% |
| All | +5,733.8% | +1,713.7% | +4,020.0% | +2,742.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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