+325.3%
ASX vs WING
-19.7%
+345.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +6.6% |
| 7D | -19.9% | +9.0% | -29.0% | -20.7% |
| 30D | -30.9% | +39.9% | -70.8% | -33.6% |
| 3M | -15.1% | +40.4% | -55.5% | -18.9% |
| 6M | -6.5% | +12.9% | -19.4% | -8.5% |
| YTD | +98.4% | -31.1% | +129.5% | +104.7% |
| 1Y | +107.9% | -32.7% | +140.6% | +114.6% |
| 3Y | +325.3% | -19.8% | +345.1% | +236.6% |
| All | +325.3% | -19.7% | +345.0% | +236.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling