+861.6%
ASX vs IWD
+197.9%
+663.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +1.0% |
| 7D | -0.7% | -0.3% | -0.4% | -0.4% |
| 30D | +2.0% | +0.6% | +1.4% | +1.2% |
| 3M | -1.3% | +7.2% | -8.6% | -8.3% |
| 6M | +71.4% | +16.2% | +55.2% | +47.0% |
| YTD | +135.3% | +23.3% | +112.0% | +89.6% |
| 1Y | +267.5% | +29.6% | +237.9% | +181.0% |
| 3Y | +388.5% | +70.5% | +318.0% | +183.5% |
| 5Y | +417.1% | +73.5% | +343.6% | +199.9% |
| All | +861.6% | +197.9% | +663.7% | +253.8% |
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