+146.5%
ASX vs GWW
+55.5%
+91.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.5% | -10.5% | -5.4% |
| 7D | -14.6% | +11.1% | -25.7% | -16.8% |
| 30D | -21.1% | +15.7% | -36.8% | -24.1% |
| 3M | -3.1% | +14.8% | -17.8% | -6.8% |
| 6M | +17.4% | +30.9% | -13.6% | +8.6% |
| YTD | +135.3% | +48.5% | +86.9% | +109.0% |
| 1Y | +146.5% | +57.1% | +89.4% | +113.3% |
| All | +146.5% | +55.5% | +91.0% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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