+329.8%
ASX vs WETO
-99.4%
+429.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.1% | +8.7% | +3.6% |
| 7D | +11.1% | -38.7% | +49.8% | +11.3% |
| 30D | +9.6% | -51.3% | +60.9% | +8.7% |
| 3M | +18.6% | -97.8% | +116.5% | +20.9% |
| 6M | +92.1% | -94.8% | +186.9% | +95.8% |
| YTD | +158.5% | -97.2% | +255.7% | +161.5% |
| 1Y | +271.9% | -98.9% | +370.8% | +274.1% |
| All | +329.8% | -99.4% | +429.2% | +340.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling