+299.6%
ASX vs IWD
+79.4%
+220.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.6% | -18.2% | -16.8% |
| 7D | -33.3% | -0.9% | -32.4% | -31.7% |
| 30D | -36.5% | +2.6% | -39.1% | -38.3% |
| 3M | -19.2% | +1.2% | -20.4% | -20.2% |
| 6M | -10.2% | +12.1% | -22.3% | -23.0% |
| YTD | +86.5% | +24.1% | +62.3% | +40.0% |
| 1Y | +89.6% | +28.5% | +61.1% | +36.1% |
| All | +299.6% | +79.4% | +220.2% | +74.8% |
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 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