+842.6%
ASX vs W
+268.4%
+574.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.6% | +4.0% | +7.8% |
| 7D | -12.3% | +3.3% | -15.6% | -12.7% |
| 30D | -26.0% | +10.5% | -36.5% | -27.2% |
| 3M | -8.1% | +9.6% | -17.7% | -9.7% |
| 6M | +1.4% | +76.4% | -75.0% | -9.4% |
| YTD | +115.6% | +16.4% | +99.2% | +105.0% |
| 1Y | +128.0% | +9.3% | +118.7% | +118.4% |
| 3Y | +371.4% | +172.8% | +198.6% | +259.1% |
| 5Y | +469.4% | -53.4% | +522.8% | +409.3% |
| 10Y | +842.6% | +243.6% | +599.0% | +473.6% |
| All | +842.6% | +268.4% | +574.2% | +473.6% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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