+146.5%
ASX vs WM
+21.9%
+124.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.6% | -5.6% | -2.1% |
| 7D | -14.6% | +5.9% | -20.5% | -8.8% |
| 30D | -21.1% | +15.4% | -36.5% | -7.0% |
| 3M | -3.1% | +6.3% | -9.4% | +5.6% |
| 6M | +17.4% | +5.6% | +11.8% | +31.0% |
| YTD | +135.3% | +9.9% | +125.4% | +172.7% |
| 1Y | +146.5% | +20.8% | +125.7% | +202.7% |
| All | +146.5% | +21.9% | +124.6% | +202.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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