+1,107.0%
ASX vs TW
+211.4%
+895.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.0% | +9.1% | +7.0% |
| 7D | +6.3% | -3.5% | +9.8% | +7.3% |
| 30D | +6.4% | +0.5% | +5.9% | +6.1% |
| 3M | +13.1% | +4.9% | +8.2% | +9.6% |
| 6M | +90.3% | -17.1% | +107.4% | +99.1% |
| YTD | +149.6% | -3.9% | +153.5% | +146.1% |
| 1Y | +249.2% | -13.3% | +262.4% | +256.6% |
| 3Y | +445.9% | +20.9% | +425.0% | +373.5% |
| 5Y | +477.7% | +20.5% | +457.2% | +386.1% |
| All | +1,107.0% | +211.4% | +895.6% | +708.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 10y: compounded portfolio wealth divided by compounded TW 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…
10y analysis · Full analysis span regression · 6 months rolling