+249.2%
ASX vs IWF
+9.4%
+239.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.6% |
| 7D | +6.3% | +1.5% | +4.8% | +3.4% |
| 30D | +6.4% | -1.3% | +7.7% | +9.0% |
| 3M | +13.1% | +0.1% | +13.0% | +13.9% |
| 6M | +90.3% | +10.3% | +80.0% | +70.0% |
| YTD | +149.6% | +4.2% | +145.5% | +141.2% |
| 1Y | +249.2% | +9.3% | +239.9% | +221.4% |
| All | +249.2% | +9.4% | +239.8% | +221.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling