+133.0%
ASX vs TW
+19.2%
+113.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.2% | +3.7% |
| 7D | -9.1% | +3.1% | -12.3% | -7.9% |
| 30D | -23.6% | +16.7% | -40.3% | -18.6% |
| 3M | -5.6% | +25.2% | -30.8% | +3.2% |
| 6M | +4.7% | +19.5% | -14.8% | +15.5% |
| YTD | +122.6% | +21.0% | +101.6% | +135.6% |
| 1Y | +133.0% | +19.0% | +114.1% | +146.3% |
| All | +133.0% | +19.2% | +113.8% | +146.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling