+415.3%
ASX vs WST
-0.1%
+415.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.9% | +4.6% | +6.1% |
| 7D | -19.9% | -3.1% | -16.8% | -19.3% |
| 30D | -30.9% | +9.1% | -40.0% | -31.8% |
| 3M | -15.1% | +14.7% | -29.8% | -17.1% |
| 6M | -6.5% | +28.0% | -34.5% | -10.6% |
| YTD | +98.4% | +45.6% | +52.8% | +84.4% |
| 1Y | +107.9% | +45.7% | +62.2% | +92.9% |
| 3Y | +325.3% | +21.1% | +304.2% | +283.8% |
| All | +415.3% | -0.1% | +415.5% | +374.5% |
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