+89.6%
ASX vs SW
+25.8%
+63.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.5% | -19.3% | -20.4% |
| 7D | -33.3% | +4.7% | -37.9% | -34.1% |
| 30D | -36.5% | +5.0% | -41.5% | -37.4% |
| 3M | -19.2% | -7.3% | -11.9% | -17.4% |
| 6M | -10.2% | +15.0% | -25.2% | -15.5% |
| YTD | +86.5% | +18.5% | +67.9% | +76.8% |
| 1Y | +89.6% | +27.1% | +62.5% | +77.3% |
| All | +89.6% | +25.8% | +63.9% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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