+325.3%
ASX vs W
+123.5%
+201.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.4% | +7.9% | +6.7% |
| 7D | -19.9% | -3.6% | -16.3% | -19.1% |
| 30D | -30.9% | +7.0% | -37.8% | -31.7% |
| 3M | -15.1% | +7.4% | -22.5% | -16.4% |
| 6M | -6.5% | +69.3% | -75.8% | -17.4% |
| YTD | +98.4% | +11.3% | +87.2% | +88.2% |
| 1Y | +107.9% | +13.2% | +94.6% | +95.4% |
| 3Y | +325.3% | +142.0% | +183.3% | +208.0% |
| All | +325.3% | +123.5% | +201.8% | +208.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling