+842.6%
ASX vs WAB
+305.5%
+537.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.1% | +3.5% | +6.1% |
| 7D | -12.3% | +4.0% | -16.3% | -13.3% |
| 30D | -26.0% | +4.5% | -30.5% | -26.8% |
| 3M | -8.1% | +2.3% | -10.4% | -8.2% |
| 6M | +1.4% | +12.5% | -11.1% | -2.8% |
| YTD | +115.6% | +40.2% | +75.4% | +87.4% |
| 1Y | +128.0% | +45.2% | +82.8% | +95.0% |
| 3Y | +371.4% | +171.8% | +199.6% | +212.1% |
| 5Y | +469.4% | +217.6% | +251.8% | +254.5% |
| 10Y | +842.6% | +285.3% | +557.3% | +402.9% |
| All | +842.6% | +305.5% | +537.2% | +402.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling