+392.6%
ASX vs WAB
+153.4%
+239.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.3% |
| 7D | -0.7% | -3.2% | +2.5% | +1.6% |
| 30D | +2.0% | -4.4% | +6.4% | +5.4% |
| 3M | -1.3% | +7.9% | -9.2% | -6.6% |
| 6M | +71.4% | +8.7% | +62.7% | +61.1% |
| YTD | +135.3% | +33.0% | +102.3% | +92.0% |
| 1Y | +267.5% | +46.7% | +220.8% | +178.9% |
| All | +392.6% | +153.4% | +239.2% | +170.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling