+3,552.3%
ASX vs GWW
+7,370.9%
-3,818.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | -0.7% | +1.4% | -2.1% | -1.4% |
| 30D | +2.0% | +3.3% | -1.3% | +0.3% |
| 3M | -1.3% | +2.9% | -4.3% | -2.9% |
| 6M | +71.4% | +15.8% | +55.6% | +59.2% |
| YTD | +135.3% | +32.0% | +103.3% | +104.1% |
| 1Y | +267.5% | +29.9% | +237.6% | +220.4% |
| 3Y | +388.5% | +91.1% | +297.4% | +245.4% |
| 5Y | +417.1% | +223.9% | +193.2% | +173.8% |
| 10Y | +872.7% | +567.0% | +305.7% | +219.2% |
| All | +3,552.3% | +7,370.9% | -3,818.6% | +207.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling