+2,793.8%
ASX vs IWD
+693.8%
+2,100.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.6% | -18.2% | -18.1% |
| 7D | -33.3% | -0.9% | -32.4% | -32.3% |
| 30D | -36.5% | +2.6% | -39.1% | -37.8% |
| 3M | -19.2% | +1.2% | -20.4% | -20.0% |
| 6M | -10.2% | +12.1% | -22.3% | -19.4% |
| YTD | +86.5% | +24.1% | +62.3% | +51.8% |
| 1Y | +89.6% | +28.5% | +61.1% | +49.1% |
| 3Y | +298.6% | +79.5% | +219.1% | +126.1% |
| 5Y | +414.3% | +70.3% | +343.9% | +213.4% |
| 10Y | +711.1% | +212.5% | +498.5% | +168.4% |
| All | +2,793.8% | +693.8% | +2,100.0% | +232.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling