+44.6%
AU vs WST
+47.3%
-2.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.4% | +7.5% | +7.9% |
| 7D | +0.8% | +1.3% | -0.5% | +0.5% |
| 30D | -7.0% | +8.5% | -15.5% | -8.7% |
| 3M | +8.5% | +17.2% | -8.7% | +4.5% |
| 6M | -1.3% | +36.3% | -37.5% | -8.0% |
| YTD | +6.8% | +48.9% | -42.2% | -3.6% |
| 1Y | +44.6% | +42.9% | +1.7% | +31.6% |
| All | +44.6% | +47.3% | -2.7% | +31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling