+368.6%
ASX vs IWF
+65.9%
+302.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -0.3% |
| 7D | +12.4% | +2.8% | +9.6% | +8.1% |
| 30D | -19.8% | -7.5% | -12.3% | -7.6% |
| 3M | -10.3% | -8.5% | -1.8% | +5.4% |
| 6M | +1.2% | -7.4% | +8.6% | +18.9% |
| YTD | +123.0% | -2.6% | +125.7% | +146.7% |
| 1Y | +145.4% | -1.8% | +147.3% | +169.0% |
| 3Y | +368.6% | +65.5% | +303.2% | +162.1% |
| All | +368.6% | +65.9% | +302.7% | +162.1% |
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