+1,008.4%
ASX vs WAB
+269.8%
+738.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.5% |
| 7D | +22.1% | +7.9% | +14.2% | +17.9% |
| 30D | -23.8% | +4.9% | -28.6% | -24.7% |
| 3M | -7.6% | +1.8% | -9.4% | -7.4% |
| 6M | +6.9% | +12.0% | -5.0% | +2.7% |
| YTD | +127.7% | +41.3% | +86.4% | +97.0% |
| 1Y | +144.5% | +43.8% | +100.7% | +109.8% |
| 3Y | +377.8% | +171.1% | +206.7% | +215.7% |
| 5Y | +498.2% | +217.7% | +280.5% | +270.8% |
| All | +1,008.4% | +269.8% | +738.6% | +486.0% |
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