+469.4%
ASX vs IWD
+72.9%
+396.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.0% | +6.6% | +5.7% |
| 7D | -12.3% | +1.3% | -13.5% | -13.2% |
| 30D | -26.0% | +3.6% | -29.6% | -29.0% |
| 3M | -8.1% | +2.3% | -10.4% | -10.6% |
| 6M | +1.4% | +13.0% | -11.7% | -13.5% |
| YTD | +115.6% | +26.2% | +89.4% | +59.4% |
| 1Y | +128.0% | +30.5% | +97.6% | +61.2% |
| 3Y | +371.4% | +86.2% | +285.2% | +106.6% |
| 5Y | +469.4% | +72.9% | +396.5% | +182.1% |
| All | +469.4% | +72.9% | +396.5% | +182.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling