+271.9%
ASX vs ITW
+2.1%
+269.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.3% | +3.9% |
| 7D | +11.1% | -1.9% | +13.0% | +11.5% |
| 30D | +9.6% | -10.4% | +20.0% | +12.4% |
| 3M | +18.6% | +3.5% | +15.1% | +15.2% |
| 6M | +92.1% | -3.4% | +95.5% | +88.5% |
| YTD | +158.5% | +8.5% | +150.0% | +156.4% |
| 1Y | +271.9% | +3.2% | +268.7% | +262.3% |
| All | +271.9% | +2.1% | +269.8% | +262.3% |
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