+144.5%
ASX vs IWD
+28.5%
+116.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.2% |
| 7D | +22.1% | +1.7% | +20.4% | +18.1% |
| 30D | -23.8% | +3.2% | -27.0% | -27.1% |
| 3M | -7.6% | +2.3% | -9.9% | -10.5% |
| 6M | +6.9% | +12.9% | -6.0% | -15.4% |
| YTD | +127.7% | +26.2% | +101.4% | +51.5% |
| 1Y | +144.5% | +28.3% | +116.3% | +59.7% |
| All | +144.5% | +28.5% | +116.0% | +59.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling