+325.3%
ASX vs GWW
+92.7%
+232.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.7% | +7.2% | +6.7% |
| 7D | -19.9% | +6.0% | -25.9% | -21.3% |
| 30D | -30.9% | +14.0% | -44.9% | -33.8% |
| 3M | -15.1% | +12.5% | -27.6% | -18.5% |
| 6M | -6.5% | +23.6% | -30.1% | -13.2% |
| YTD | +98.4% | +43.6% | +54.8% | +73.8% |
| 1Y | +107.9% | +52.5% | +55.4% | +77.9% |
| 3Y | +325.3% | +92.6% | +232.7% | +205.9% |
| All | +325.3% | +92.7% | +232.5% | +205.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling