+842.6%
ASX vs IWF
+391.9%
+450.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.9% | +5.7% | +5.3% |
| 7D | -12.3% | -1.0% | -11.2% | -9.9% |
| 30D | -26.0% | -10.1% | -15.9% | -14.8% |
| 3M | -8.1% | -7.6% | -0.5% | +3.1% |
| 6M | +1.4% | -6.7% | +8.1% | +14.4% |
| YTD | +115.6% | -2.5% | +118.1% | +133.2% |
| 1Y | +128.0% | -2.1% | +130.1% | +145.5% |
| 3Y | +371.4% | +68.6% | +302.8% | +198.3% |
| 5Y | +469.4% | +55.8% | +413.6% | +289.4% |
| 10Y | +842.6% | +383.3% | +459.4% | +112.7% |
| All | +842.6% | +391.9% | +450.8% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 10y: compounded portfolio wealth divided by compounded IWF 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…
10y analysis · Full analysis span regression · 6 months rolling