+432.3%
ASX vs WAT
-3.2%
+435.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.6% |
| 7D | -0.7% | -1.3% | +0.6% | -0.3% |
| 30D | +2.0% | +2.3% | -0.4% | +1.0% |
| 3M | -1.3% | +8.7% | -10.1% | -4.3% |
| 6M | +71.4% | +28.3% | +43.1% | +55.2% |
| YTD | +135.3% | +7.8% | +127.5% | +124.8% |
| 1Y | +267.5% | +36.6% | +230.9% | +216.3% |
| 3Y | +388.5% | +45.7% | +342.8% | +290.6% |
| All | +432.3% | -3.2% | +435.6% | +402.1% |
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 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