+2,793.8%
ASX vs WST
+9,156.9%
-6,363.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.0% | -16.8% | -19.5% |
| 7D | -33.3% | -5.8% | -27.5% | -31.8% |
| 30D | -36.5% | +5.3% | -41.8% | -37.3% |
| 3M | -19.2% | +11.8% | -31.0% | -21.9% |
| 6M | -10.2% | +26.7% | -36.9% | -16.7% |
| YTD | +86.5% | +43.0% | +43.5% | +65.2% |
| 1Y | +89.6% | +38.9% | +50.8% | +69.3% |
| 3Y | +298.6% | +18.2% | +280.4% | +240.9% |
| 5Y | +414.3% | -1.5% | +415.8% | +355.7% |
| 10Y | +711.1% | +439.0% | +272.1% | +268.3% |
| All | +2,793.8% | +9,156.9% | -6,363.1% | +396.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling