+913.4%
ASX vs IWF
+409.9%
+503.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.4% |
| 7D | +6.3% | +1.5% | +4.8% | +4.6% |
| 30D | +6.4% | -1.3% | +7.7% | +8.0% |
| 3M | +13.1% | +0.1% | +13.0% | +14.5% |
| 6M | +90.3% | +10.3% | +80.0% | +75.4% |
| YTD | +149.6% | +4.2% | +145.5% | +144.4% |
| 1Y | +249.2% | +9.3% | +239.9% | +226.2% |
| 3Y | +445.9% | +79.3% | +366.6% | +214.2% |
| 5Y | +477.7% | +73.8% | +404.0% | +244.1% |
| 10Y | +913.4% | +410.9% | +502.5% | +119.7% |
| All | +913.4% | +409.9% | +503.5% | +119.7% |
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