+1,008.4%
ASX vs W
+211.1%
+797.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.5% | -3.6% |
| 7D | +22.1% | -1.7% | +23.8% | +22.5% |
| 30D | -23.8% | +3.2% | -27.0% | -24.1% |
| 3M | -7.6% | +8.3% | -15.9% | -9.0% |
| 6M | +6.9% | +84.3% | -77.4% | -5.1% |
| YTD | +127.7% | +11.0% | +116.6% | +118.3% |
| 1Y | +144.5% | -0.2% | +144.7% | +138.0% |
| 3Y | +377.8% | +157.9% | +219.9% | +267.4% |
| 5Y | +498.2% | -56.8% | +555.0% | +442.3% |
| All | +1,008.4% | +211.1% | +797.2% | +565.3% |
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