+325.3%
ASX vs IWF
+65.2%
+260.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.3% | +5.2% | +4.5% |
| 7D | -19.9% | -5.0% | -14.9% | -12.1% |
| 30D | -30.9% | -13.2% | -17.7% | -12.8% |
| 3M | -15.1% | -9.4% | -5.7% | +1.3% |
| 6M | -6.5% | -8.6% | +2.1% | +12.1% |
| YTD | +98.4% | -5.3% | +103.7% | +128.3% |
| 1Y | +107.9% | -5.0% | +112.8% | +138.3% |
| 3Y | +325.3% | +64.6% | +260.6% | +136.0% |
| All | +325.3% | +65.2% | +260.1% | +136.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling