+392.6%
ASX vs IWD
+70.7%
+322.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +1.2% |
| 7D | -0.7% | -0.3% | -0.4% | -0.3% |
| 30D | +2.0% | +0.6% | +1.4% | +0.9% |
| 3M | -1.3% | +7.2% | -8.6% | -10.7% |
| 6M | +71.4% | +16.2% | +55.2% | +39.5% |
| YTD | +135.3% | +23.3% | +112.0% | +77.4% |
| 1Y | +267.5% | +29.6% | +237.9% | +159.5% |
| All | +392.6% | +70.7% | +322.0% | +140.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling