+859.5%
ASX vs TW
+286.2%
+573.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.1% | +6.3% | +6.4% |
| 7D | -19.9% | +4.2% | -24.2% | -20.9% |
| 30D | -30.9% | +18.9% | -49.8% | -34.5% |
| 3M | -15.1% | +23.8% | -38.9% | -20.7% |
| 6M | -6.5% | +17.0% | -23.5% | -12.6% |
| YTD | +98.4% | +19.2% | +79.2% | +82.8% |
| 1Y | +107.9% | +20.1% | +87.8% | +90.8% |
| 3Y | +325.3% | +40.5% | +284.8% | +254.9% |
| 5Y | +447.3% | +38.0% | +409.3% | +343.6% |
| All | +859.5% | +286.2% | +573.3% | +500.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling