+133.0%
ASX vs W
+4.6%
+128.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.7% | +7.0% | +4.2% |
| 7D | -9.1% | +1.1% | -10.2% | -8.9% |
| 30D | -23.6% | +6.4% | -30.0% | -24.2% |
| 3M | -5.6% | +9.0% | -14.6% | -7.1% |
| 6M | +4.7% | +69.8% | -65.1% | -8.3% |
| YTD | +122.6% | +12.1% | +110.5% | +107.8% |
| 1Y | +133.0% | 0.0% | +133.0% | +117.7% |
| All | +133.0% | +4.6% | +128.4% | +117.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling