+145.4%
ASX vs W
+0.7%
+144.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.1% |
| 7D | +12.4% | +0.2% | +12.2% | +12.4% |
| 30D | -19.8% | +6.8% | -26.6% | -20.5% |
| 3M | -10.3% | +10.7% | -21.0% | -11.9% |
| 6M | +1.2% | +86.3% | -85.1% | -12.4% |
| YTD | +123.0% | +11.5% | +111.6% | +108.7% |
| 1Y | +145.4% | +5.1% | +140.3% | +129.3% |
| All | +145.4% | +0.7% | +144.7% | +129.3% |
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 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