+523.5%
ASX vs WAT
+33.5%
+489.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.0% | +7.6% | +7.0% |
| 7D | +0.8% | +0.7% | +0.1% | +0.9% |
| 30D | -20.4% | +9.0% | -29.4% | -22.5% |
| 3M | -2.1% | +13.5% | -15.6% | -6.3% |
| 6M | +8.2% | +35.3% | -27.1% | -3.1% |
| YTD | +137.3% | +24.0% | +113.3% | +116.2% |
| 1Y | +155.0% | +22.0% | +133.1% | +133.7% |
| 3Y | +397.9% | +84.0% | +313.9% | +264.4% |
| All | +523.5% | +33.5% | +489.9% | +416.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling