+249.2%
ASX vs WAB
+47.5%
+201.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.5% | +5.7% |
| 7D | +6.3% | +1.7% | +4.6% | +5.1% |
| 30D | +6.4% | -2.4% | +8.8% | +8.5% |
| 3M | +13.1% | +9.7% | +3.5% | +6.2% |
| 6M | +90.3% | +16.5% | +73.8% | +70.9% |
| YTD | +149.6% | +33.7% | +115.9% | +107.7% |
| 1Y | +249.2% | +49.7% | +199.5% | +173.7% |
| All | +249.2% | +47.5% | +201.6% | +173.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling