+3,245.6%
ASX vs GWW
+8,079.8%
-4,834.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +8.0% | +8.3% |
| 7D | -12.3% | +5.3% | -17.5% | -14.4% |
| 30D | -26.0% | +12.4% | -38.4% | -30.1% |
| 3M | -8.1% | +13.7% | -21.8% | -13.9% |
| 6M | +1.4% | +18.0% | -16.6% | -6.7% |
| YTD | +115.6% | +44.6% | +71.0% | +78.6% |
| 1Y | +128.0% | +53.1% | +74.9% | +83.5% |
| 3Y | +371.4% | +90.2% | +281.2% | +234.3% |
| 5Y | +469.4% | +215.0% | +254.4% | +206.6% |
| 10Y | +842.6% | +658.9% | +183.7% | +190.3% |
| All | +3,245.6% | +8,079.8% | -4,834.2% | +169.4% |
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