+325.3%
ASX vs IWD
+78.7%
+246.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.8% | +7.0% |
| 7D | -19.9% | -0.5% | -19.5% | -18.7% |
| 30D | -30.9% | +2.7% | -33.5% | -32.9% |
| 3M | -15.1% | +0.9% | -16.0% | -15.7% |
| 6M | -6.5% | +10.5% | -17.0% | -18.2% |
| YTD | +98.4% | +23.7% | +74.7% | +49.8% |
| 1Y | +107.9% | +28.7% | +79.1% | +48.9% |
| 3Y | +325.3% | +79.7% | +245.6% | +87.0% |
| All | +325.3% | +78.7% | +246.5% | +87.0% |
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