+42.9%
WST vs WU
-18.0%
+60.9%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.4% | -5.0% | -0.3% |
| 7D | +1.3% | +8.2% | -6.9% | +0.2% |
| 30D | +8.5% | +8.0% | +0.5% | +7.3% |
| 3M | +17.2% | -6.6% | +23.9% | +18.2% |
| 6M | +36.3% | -23.3% | +59.5% | +43.2% |
| YTD | +48.9% | -22.4% | +71.3% | +55.4% |
| 1Y | +42.9% | -18.0% | +60.9% | +46.0% |
| All | +42.9% | -18.0% | +60.9% | +46.0% |
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