+743.9%
ASX vs W
+214.9%
+529.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -8.2% | -12.5% | -19.4% |
| 7D | -33.3% | -5.6% | -27.7% | -32.5% |
| 30D | -36.5% | +7.5% | -44.0% | -37.1% |
| 3M | -19.2% | +5.4% | -24.6% | -20.0% |
| 6M | -10.2% | +79.4% | -89.6% | -19.1% |
| YTD | +86.5% | +12.9% | +73.5% | +79.1% |
| 1Y | +89.6% | +12.4% | +77.2% | +81.5% |
| 3Y | +298.6% | +128.5% | +170.1% | +221.1% |
| 5Y | +414.3% | -54.0% | +468.2% | +362.3% |
| 10Y | +711.1% | +248.8% | +462.3% | +433.1% |
| All | +743.9% | +214.9% | +529.0% | +448.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling