+3,552.3%
ASX vs WST
+7,918.4%
-4,366.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -0.7% | +0.7% | -1.5% | -1.0% |
| 30D | +2.0% | -3.1% | +5.1% | +2.9% |
| 3M | -1.3% | +7.2% | -8.5% | -3.6% |
| 6M | +71.4% | +36.8% | +34.6% | +54.4% |
| YTD | +135.3% | +23.8% | +111.5% | +117.8% |
| 1Y | +267.5% | +37.8% | +229.7% | +226.6% |
| 3Y | +388.5% | -15.9% | +404.4% | +368.9% |
| 5Y | +417.1% | -25.8% | +442.9% | +403.5% |
| 10Y | +872.7% | +319.6% | +553.1% | +378.5% |
| All | +3,552.3% | +7,918.4% | -4,366.1% | +554.5% |
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 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