+3,552.3%
ASX vs IWD
+688.6%
+2,863.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.9% |
| 7D | -0.7% | -0.3% | -0.4% | -0.4% |
| 30D | +2.0% | +0.6% | +1.4% | +1.2% |
| 3M | -1.3% | +7.2% | -8.6% | -7.8% |
| 6M | +71.4% | +16.2% | +55.2% | +48.4% |
| YTD | +135.3% | +23.3% | +112.0% | +92.0% |
| 1Y | +267.5% | +29.6% | +237.9% | +185.2% |
| 3Y | +388.5% | +70.5% | +318.0% | +190.9% |
| 5Y | +417.1% | +73.5% | +343.6% | +208.3% |
| 10Y | +872.7% | +198.3% | +674.4% | +235.9% |
| All | +3,552.3% | +688.6% | +2,863.7% | +321.1% |
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 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