+41.3%
WWD vs WST
+35.8%
+5.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.4% | -1.9% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | -6.4% | -4.6% | -1.8% | -5.4% |
| 3M | -5.6% | +5.7% | -11.3% | -7.4% |
| 6M | -9.1% | +37.6% | -46.7% | -17.8% |
| YTD | +12.5% | +23.0% | -10.5% | +5.7% |
| 1Y | +41.3% | +33.8% | +7.5% | +30.9% |
| All | +41.3% | +35.8% | +5.6% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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