+107.9%
ASX vs WST
+42.2%
+65.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.9% | +4.6% | +5.9% |
| 7D | -19.9% | -3.1% | -16.8% | -19.1% |
| 30D | -30.9% | +9.1% | -40.0% | -31.5% |
| 3M | -15.1% | +14.7% | -29.8% | -16.6% |
| 6M | -6.5% | +28.0% | -34.5% | -9.5% |
| YTD | +98.4% | +45.6% | +52.8% | +85.6% |
| 1Y | +107.9% | +45.7% | +62.2% | +93.6% |
| All | +107.9% | +42.2% | +65.7% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling