+145.4%
ASX vs GWRE
-28.5%
+174.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -2.3% |
| 7D | +12.4% | -2.0% | +14.4% | +12.0% |
| 30D | -19.8% | -4.1% | -15.7% | -20.2% |
| 3M | -10.3% | -13.4% | +3.0% | -10.8% |
| 6M | +1.2% | +26.0% | -24.7% | +8.9% |
| YTD | +123.0% | -21.3% | +144.3% | +139.0% |
| 1Y | +145.4% | -27.5% | +172.9% | +166.4% |
| All | +145.4% | -28.5% | +174.0% | +166.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 GWRE 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