+406.2%
ASX vs GWW
+96.2%
+310.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | -0.7% | +1.4% | -2.1% | -1.2% |
| 30D | +2.0% | +3.3% | -1.3% | +0.7% |
| 3M | -1.3% | +2.9% | -4.3% | -2.5% |
| 6M | +71.4% | +15.8% | +55.6% | +62.1% |
| YTD | +135.3% | +32.0% | +103.3% | +111.8% |
| 1Y | +267.5% | +29.9% | +237.6% | +232.2% |
| All | +406.2% | +96.2% | +310.1% | +259.0% |
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