+20.7%
XLK vs WST
+47.3%
-26.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -7.6% | +1.3% | -8.9% | -7.7% |
| 30D | -12.2% | +8.5% | -20.7% | -13.0% |
| 3M | -5.5% | +17.2% | -22.7% | -7.3% |
| 6M | +9.2% | +36.3% | -27.1% | +4.5% |
| YTD | +23.0% | +48.9% | -25.9% | +13.9% |
| 1Y | +20.7% | +42.9% | -22.2% | +12.6% |
| All | +20.7% | +47.3% | -26.6% | +12.6% |
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