+371.4%
ASX vs W
+151.3%
+220.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.6% | +4.0% | +7.6% |
| 7D | -12.3% | +3.3% | -15.6% | -12.7% |
| 30D | -26.0% | +10.5% | -36.5% | -27.4% |
| 3M | -8.1% | +9.6% | -17.7% | -9.9% |
| 6M | +1.4% | +76.4% | -75.0% | -11.3% |
| YTD | +115.6% | +16.4% | +99.2% | +102.6% |
| 1Y | +128.0% | +9.3% | +118.7% | +116.0% |
| 3Y | +371.4% | +172.8% | +198.6% | +235.3% |
| All | +371.4% | +151.3% | +220.1% | +235.3% |
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 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