+42.9%
WST vs ZYBT
-42.3%
+85.2%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | +0.4% |
| 7D | +1.3% | -3.5% | +4.8% | +1.3% |
| 30D | +8.5% | +15.1% | -6.6% | +8.5% |
| 3M | +17.2% | +7.0% | +10.2% | +17.3% |
| 6M | +36.3% | +37.7% | -1.4% | +39.5% |
| YTD | +48.9% | +19.1% | +29.8% | +50.8% |
| 1Y | +42.9% | -38.3% | +81.2% | +56.6% |
| All | +42.9% | -42.3% | +85.2% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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