+2,979.8%
ASX vs WAB
+6,200.9%
-3,221.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.8% | +4.6% | +5.7% |
| 7D | -19.9% | +1.4% | -21.4% | -20.0% |
| 30D | -30.9% | +0.4% | -31.3% | -30.5% |
| 3M | -15.1% | -3.8% | -11.2% | -13.1% |
| 6M | -6.5% | +5.1% | -11.6% | -7.4% |
| YTD | +98.4% | +33.3% | +65.1% | +79.3% |
| 1Y | +107.9% | +39.8% | +68.0% | +84.4% |
| 3Y | +325.3% | +161.1% | +164.2% | +199.2% |
| 5Y | +447.3% | +209.5% | +237.8% | +262.8% |
| 10Y | +763.2% | +293.8% | +469.4% | +380.6% |
| All | +2,979.8% | +6,200.9% | -3,221.2% | +597.0% |
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 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