+406.2%
ASX vs TW
+26.6%
+379.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.2% |
| 7D | -0.7% | -2.3% | +1.6% | -0.7% |
| 30D | +2.0% | +3.9% | -1.9% | +1.9% |
| 3M | -1.3% | +5.7% | -7.0% | -2.3% |
| 6M | +71.4% | -14.5% | +86.0% | +76.9% |
| YTD | +135.3% | -0.9% | +136.2% | +133.4% |
| 1Y | +267.5% | -13.5% | +281.0% | +276.4% |
| All | +406.2% | +26.6% | +379.6% | +375.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling