+907.4%
ASX vs WING
+405.9%
+501.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.4% |
| 7D | -0.7% | -3.9% | +3.1% | 0.0% |
| 30D | +2.0% | -11.6% | +13.6% | +3.9% |
| 3M | -1.3% | -24.2% | +22.9% | +3.2% |
| 6M | +71.4% | -54.1% | +125.5% | +97.5% |
| YTD | +135.3% | -53.9% | +189.2% | +167.2% |
| 1Y | +267.5% | -64.4% | +331.8% | +337.5% |
| 3Y | +388.5% | -30.2% | +418.7% | +370.8% |
| 5Y | +417.1% | -34.1% | +451.2% | +378.8% |
| 10Y | +872.7% | +342.1% | +530.6% | +540.2% |
| All | +907.4% | +405.9% | +501.6% | +534.7% |
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