+37.8%
WST vs WU
-8.3%
+46.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.7% |
| 7D | +0.7% | -0.8% | +1.6% | +0.8% |
| 30D | -3.1% | -1.1% | -2.0% | -3.1% |
| 3M | +7.2% | -3.9% | +11.1% | +7.0% |
| 6M | +36.8% | -20.7% | +57.5% | +40.6% |
| YTD | +23.8% | -18.4% | +42.2% | +27.0% |
| 1Y | +37.8% | -8.1% | +45.8% | +46.1% |
| All | +37.8% | -8.3% | +46.0% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling