+499.0%
ASX vs WST
-0.3%
+499.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.7% | -4.0% |
| 7D | +22.1% | +4.9% | +17.2% | +21.0% |
| 30D | -23.8% | +10.7% | -34.4% | -25.0% |
| 3M | -7.6% | +16.8% | -24.4% | -10.1% |
| 6M | +6.9% | +32.0% | -25.0% | +1.6% |
| YTD | +127.7% | +49.9% | +77.7% | +110.5% |
| 1Y | +144.5% | +50.6% | +93.9% | +125.6% |
| 3Y | +377.8% | +21.4% | +356.4% | +333.4% |
| All | +499.0% | -0.3% | +499.3% | +455.9% |
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