+368.6%
ASX vs W
+161.9%
+206.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -20.7% |
| 3M | -10.3% | +10.7% | -21.0% | -12.2% |
| 6M | +1.2% | +86.3% | -85.1% | -12.2% |
| YTD | +123.0% | +11.5% | +111.6% | +111.6% |
| 1Y | +145.4% | +5.1% | +140.3% | +134.6% |
| 3Y | +368.6% | +171.0% | +197.6% | +233.9% |
| All | +368.6% | +161.9% | +206.7% | +233.9% |
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