+311.8%
ASX vs WETO
-99.4%
+411.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.4% | +4.4% | -1.0% |
| 7D | +5.2% | -4.3% | +9.5% | +5.2% |
| 30D | +0.5% | -39.9% | +40.4% | -0.5% |
| 3M | +8.3% | -97.9% | +106.2% | +10.4% |
| 6M | +82.0% | -95.0% | +177.1% | +85.2% |
| YTD | +147.6% | -97.2% | +244.8% | +150.5% |
| 1Y | +258.8% | -98.9% | +357.8% | +261.0% |
| All | +311.8% | -99.4% | +411.2% | +322.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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