+6,760.6%
WST vs WCC
+1,412.6%
+5,348.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.3% | +1.5% |
| 7D | -3.1% | -14.7% | +11.6% | -0.6% |
| 30D | +9.1% | -20.1% | +29.2% | +13.0% |
| 3M | +14.7% | -21.2% | +35.8% | +18.7% |
| 6M | +28.0% | -19.2% | +47.2% | +31.1% |
| YTD | +45.6% | +20.2% | +25.4% | +38.8% |
| 1Y | +45.7% | +14.5% | +31.2% | +39.9% |
| 3Y | +21.1% | +115.1% | -94.0% | +1.1% |
| 5Y | +0.3% | +121.5% | -121.2% | -18.4% |
| 10Y | +449.0% | +468.1% | -19.1% | +254.9% |
| All | +6,760.6% | +1,412.6% | +5,348.0% | +3,331.3% |
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