+1,007.5%
ASX vs IWD
+205.2%
+802.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.4% | +6.1% | +6.1% |
| 7D | +0.8% | -0.6% | +1.4% | +2.3% |
| 30D | -20.4% | +3.6% | -24.0% | -23.0% |
| 3M | -2.1% | +2.7% | -4.8% | -4.5% |
| 6M | +8.2% | +13.2% | -5.0% | -4.5% |
| YTD | +137.3% | +26.8% | +110.5% | +86.5% |
| 1Y | +155.0% | +29.3% | +125.7% | +96.4% |
| 3Y | +397.9% | +85.1% | +312.8% | +165.9% |
| 5Y | +529.2% | +74.2% | +455.0% | +263.2% |
| 10Y | +1,007.5% | +204.6% | +802.9% | +323.6% |
| All | +1,007.5% | +205.2% | +802.3% | +323.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 10y: compounded portfolio wealth divided by compounded IWD 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…
10y analysis · Full analysis span regression · 6 months rolling