+146.5%
ASX vs ITW
+24.0%
+122.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.4% | -6.3% | -4.4% |
| 7D | -14.6% | +6.3% | -20.9% | -15.7% |
| 30D | -21.1% | +11.1% | -32.2% | -23.0% |
| 3M | -3.1% | +0.1% | -3.2% | -2.4% |
| 6M | +17.4% | +18.1% | -0.7% | +8.9% |
| YTD | +135.3% | +21.4% | +113.9% | +121.6% |
| 1Y | +146.5% | +22.9% | +123.6% | +132.0% |
| All | +146.5% | +24.0% | +122.5% | +132.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITW.
Daily Out/Under-Performance
Portfolio return minus ITW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITW 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 1y: compounded portfolio wealth divided by compounded ITW 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…
1y analysis · Full analysis span regression · 6 months rolling