+392.6%
ASX vs SW
+19.6%
+373.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.0% | -0.1% |
| 7D | -0.7% | -5.1% | +4.4% | +0.8% |
| 30D | +2.0% | -4.6% | +6.6% | +3.2% |
| 3M | -1.3% | +9.4% | -10.7% | -4.4% |
| 6M | +71.4% | +3.5% | +67.9% | +67.8% |
| YTD | +135.3% | +22.0% | +113.3% | +119.9% |
| 1Y | +267.5% | +2.2% | +265.3% | +258.1% |
| All | +392.6% | +19.6% | +373.1% | +355.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling