+299.6%
ASX vs WST
+16.9%
+282.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.0% | -16.8% | -20.3% |
| 7D | -33.3% | -5.8% | -27.5% | -32.8% |
| 30D | -36.5% | +5.3% | -41.8% | -36.7% |
| 3M | -19.2% | +11.8% | -31.0% | -19.9% |
| 6M | -10.2% | +26.7% | -36.9% | -12.1% |
| YTD | +86.5% | +43.0% | +43.5% | +80.2% |
| 1Y | +89.6% | +38.9% | +50.8% | +83.6% |
| All | +299.6% | +16.9% | +282.7% | +257.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling