+432.3%
ASX vs WST
-25.7%
+458.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | -0.7% | +0.7% | -1.5% | -0.9% |
| 30D | +2.0% | -3.1% | +5.1% | +2.6% |
| 3M | -1.3% | +7.2% | -8.5% | -2.6% |
| 6M | +71.4% | +36.8% | +34.6% | +61.1% |
| YTD | +135.3% | +23.8% | +111.5% | +124.8% |
| 1Y | +267.5% | +37.8% | +229.7% | +242.7% |
| 3Y | +388.5% | -15.9% | +404.4% | +387.8% |
| All | +432.3% | -25.7% | +458.0% | +417.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling