+262.4%
ASX vs GWRE
-45.0%
+307.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.7% | -3.5% |
| 7D | +6.5% | -30.9% | +37.4% | +1.2% |
| 30D | +3.1% | -20.7% | +23.8% | +0.6% |
| 3M | +17.4% | +20.2% | -2.8% | +21.6% |
| 6M | +85.4% | -11.9% | +97.3% | +91.2% |
| YTD | +150.1% | -30.3% | +180.4% | +161.7% |
| All | +262.4% | -45.0% | +307.4% | +282.9% |
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