+913.4%
ASX vs WAB
+283.1%
+630.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.5% | +5.8% |
| 7D | +6.3% | +1.7% | +4.6% | +5.5% |
| 30D | +6.4% | -2.4% | +8.8% | +7.7% |
| 3M | +13.1% | +9.7% | +3.5% | +8.6% |
| 6M | +90.3% | +16.5% | +73.8% | +78.0% |
| YTD | +149.6% | +33.7% | +115.9% | +119.9% |
| 1Y | +249.2% | +49.7% | +199.5% | +192.8% |
| 3Y | +445.9% | +170.9% | +275.0% | +260.8% |
| 5Y | +477.7% | +228.0% | +249.7% | +257.2% |
| 10Y | +913.4% | +284.8% | +628.6% | +435.4% |
| All | +913.4% | +283.1% | +630.3% | +435.4% |
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