+404.3%
ASX vs SW
+42.5%
+361.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.1% | -8.0% | -5.0% |
| 7D | -14.6% | +12.1% | -26.6% | -17.3% |
| 30D | -21.1% | +6.6% | -27.6% | -22.7% |
| 3M | -3.1% | -6.0% | +2.9% | -1.9% |
| 6M | +17.4% | +21.5% | -4.1% | +9.8% |
| YTD | +135.3% | +20.3% | +115.0% | +119.3% |
| 1Y | +146.5% | +28.1% | +118.4% | +125.5% |
| All | +404.3% | +42.5% | +361.8% | +373.5% |
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