+107.9%
ASX vs WING
-35.4%
+143.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +6.5% |
| 7D | -19.9% | +9.0% | -29.0% | -20.2% |
| 30D | -30.9% | +39.9% | -70.8% | -32.1% |
| 3M | -15.1% | +40.4% | -55.5% | -16.9% |
| 6M | -6.5% | +12.9% | -19.4% | -6.7% |
| YTD | +98.4% | -31.1% | +129.5% | +99.5% |
| 1Y | +107.9% | -32.7% | +140.6% | +107.5% |
| All | +107.9% | -35.4% | +143.3% | +107.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 1y: compounded portfolio wealth divided by compounded WING 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…
1y analysis · Full analysis span regression · 6 months rolling