+992.0%
ASX vs GWW
+553.5%
+438.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.8% |
| 7D | +11.1% | -0.5% | +11.6% | +11.2% |
| 30D | +9.6% | -1.4% | +11.0% | +10.0% |
| 3M | +18.6% | -3.6% | +22.3% | +20.0% |
| 6M | +92.1% | +15.1% | +77.0% | +82.4% |
| YTD | +158.5% | +27.5% | +131.0% | +136.2% |
| 1Y | +271.9% | +29.6% | +242.3% | +237.4% |
| 3Y | +465.2% | +90.1% | +375.2% | +342.9% |
| 5Y | +479.4% | +222.6% | +256.8% | +273.7% |
| 10Y | +992.0% | +566.5% | +425.5% | +518.8% |
| All | +992.0% | +553.5% | +438.5% | +518.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling