+14,278.8%
WWD vs WST
+10,138.7%
+4,140.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.9% | +1.5% | +2.7% |
| 7D | +4.2% | -3.1% | +7.3% | +5.5% |
| 30D | -2.1% | +9.1% | -11.2% | -5.3% |
| 3M | -13.2% | +14.7% | -27.9% | -17.8% |
| 6M | -16.9% | +28.0% | -44.9% | -24.9% |
| YTD | +5.2% | +45.6% | -40.4% | -10.4% |
| 1Y | +20.6% | +45.7% | -25.1% | +2.6% |
| 3Y | +146.3% | +21.1% | +125.2% | +98.5% |
| 5Y | +171.3% | +0.3% | +171.0% | +126.7% |
| 10Y | +471.3% | +449.0% | +22.3% | +90.5% |
| All | +14,278.8% | +10,138.7% | +4,140.1% | +1,654.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling