+749.5%
ASX vs WING
+656.3%
+93.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +6.7% |
| 7D | -19.9% | +9.0% | -29.0% | -21.3% |
| 30D | -30.9% | +39.9% | -70.8% | -35.6% |
| 3M | -15.1% | +40.4% | -55.5% | -21.6% |
| 6M | -6.5% | +12.9% | -19.4% | -10.6% |
| YTD | +98.4% | -31.1% | +129.5% | +106.5% |
| 1Y | +107.9% | -32.7% | +140.6% | +116.6% |
| 3Y | +325.3% | -19.8% | +345.1% | +301.4% |
| 5Y | +447.3% | +4.0% | +443.3% | +360.1% |
| 10Y | +763.2% | +684.4% | +78.8% | +408.8% |
| All | +749.5% | +656.3% | +93.2% | +390.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling