+486.8%
ASX vs WST
+1.0%
+485.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.3% | -2.3% |
| 7D | +12.4% | +4.2% | +8.2% | +11.5% |
| 30D | -19.8% | +11.2% | -31.0% | -21.2% |
| 3M | -10.3% | +20.4% | -30.7% | -13.3% |
| 6M | +1.2% | +37.9% | -36.6% | -4.5% |
| YTD | +123.0% | +51.8% | +71.2% | +105.6% |
| 1Y | +145.4% | +56.6% | +88.8% | +124.7% |
| 3Y | +368.6% | +24.2% | +344.4% | +322.3% |
| All | +486.8% | +1.0% | +485.8% | +443.2% |
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