+398.5%
ASX vs WAT
+86.6%
+312.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.0% | +7.6% | +6.9% |
| 7D | +0.8% | +0.7% | +0.1% | +0.9% |
| 30D | -20.4% | +9.0% | -29.4% | -22.2% |
| 3M | -2.1% | +13.5% | -15.6% | -5.6% |
| 6M | +8.2% | +35.3% | -27.1% | -1.1% |
| YTD | +137.3% | +24.0% | +113.3% | +119.6% |
| 1Y | +155.0% | +22.0% | +133.1% | +137.2% |
| All | +398.5% | +86.6% | +312.0% | +303.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 3y: compounded portfolio wealth divided by compounded WAT 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…
3y analysis · Full analysis span regression · 6 months rolling