+748.4%
ASX vs W
+238.4%
+510.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.4% | +7.9% | +6.7% |
| 7D | -19.9% | -3.6% | -16.3% | -19.3% |
| 30D | -30.9% | +7.0% | -37.8% | -31.6% |
| 3M | -15.1% | +7.4% | -22.5% | -16.3% |
| 6M | -6.5% | +69.3% | -75.8% | -15.8% |
| YTD | +98.4% | +11.3% | +87.2% | +90.2% |
| 1Y | +107.9% | +13.2% | +94.6% | +97.7% |
| 3Y | +325.3% | +142.0% | +183.3% | +230.5% |
| 5Y | +447.3% | -54.6% | +501.9% | +391.7% |
| All | +748.4% | +238.4% | +510.0% | +432.8% |
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