+368.6%
ASX vs WAT
+82.3%
+286.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.9% |
| 7D | +12.4% | +0.6% | +11.8% | +12.2% |
| 30D | -19.8% | +5.4% | -25.2% | -20.6% |
| 3M | -10.3% | +11.3% | -21.6% | -12.9% |
| 6M | +1.2% | +37.4% | -36.2% | -7.7% |
| YTD | +123.0% | +21.2% | +101.9% | +108.1% |
| 1Y | +145.4% | +21.3% | +124.1% | +128.7% |
| 3Y | +368.6% | +83.4% | +285.2% | +282.1% |
| All | +368.6% | +82.3% | +286.3% | +282.1% |
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