+3,582.5%
ASX vs WAT
+432.1%
+3,150.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -22.4% |
| 3M | -2.1% | +13.5% | -15.6% | -6.1% |
| 6M | +8.2% | +35.3% | -27.1% | -2.4% |
| YTD | +137.3% | +24.0% | +113.3% | +117.5% |
| 1Y | +155.0% | +22.0% | +133.1% | +135.0% |
| 3Y | +397.9% | +84.0% | +313.9% | +286.4% |
| 5Y | +529.2% | +34.4% | +494.9% | +436.6% |
| 10Y | +1,007.5% | +231.4% | +776.1% | +584.0% |
| All | +3,582.5% | +432.1% | +3,150.4% | +1,350.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling