+486.8%
ASX vs WING
+0.2%
+486.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -2.0% |
| 7D | +12.4% | -2.7% | +15.1% | +12.9% |
| 30D | -19.8% | +29.3% | -49.1% | -23.8% |
| 3M | -10.3% | +39.9% | -50.2% | -16.6% |
| 6M | +1.2% | +32.4% | -31.2% | -5.8% |
| YTD | +123.0% | -32.9% | +156.0% | +133.7% |
| 1Y | +145.4% | -31.9% | +177.3% | +155.1% |
| 3Y | +368.6% | -24.9% | +393.5% | +338.0% |
| All | +486.8% | +0.2% | +486.6% | +365.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling