+3,552.3%
ASX vs WAB
+6,184.7%
-2,632.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.1% |
| 7D | -0.7% | -3.2% | +2.5% | +0.5% |
| 30D | +2.0% | -4.4% | +6.4% | +3.8% |
| 3M | -1.3% | +7.9% | -9.2% | -4.1% |
| 6M | +71.4% | +8.7% | +62.7% | +66.2% |
| YTD | +135.3% | +33.0% | +102.3% | +111.2% |
| 1Y | +267.5% | +46.7% | +220.8% | +217.4% |
| 3Y | +388.5% | +153.0% | +235.5% | +244.6% |
| 5Y | +417.1% | +222.3% | +194.8% | +235.3% |
| 10Y | +872.7% | +291.0% | +581.8% | +438.0% |
| All | +3,552.3% | +6,184.7% | -2,632.4% | +720.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling