+315.8%
ASX vs WETO
-99.4%
+415.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +7.1% | -10.3% | -3.3% |
| 7D | +6.5% | -19.9% | +26.4% | +6.6% |
| 30D | +3.1% | -42.7% | +45.8% | +2.2% |
| 3M | +17.4% | -97.7% | +115.1% | +19.6% |
| 6M | +85.4% | -94.4% | +179.9% | +88.9% |
| YTD | +150.1% | -97.0% | +247.1% | +153.0% |
| 1Y | +256.3% | -98.9% | +355.1% | +258.3% |
| All | +315.8% | -99.4% | +415.2% | +326.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling