+861.6%
ASX vs WM
+306.5%
+555.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | -0.7% | -0.3% | -0.4% | -0.6% |
| 30D | +2.0% | -2.4% | +4.4% | +2.6% |
| 3M | -1.3% | +0.4% | -1.8% | -2.7% |
| 6M | +71.4% | -9.5% | +80.9% | +74.7% |
| YTD | +135.3% | +0.5% | +134.8% | +130.4% |
| 1Y | +267.5% | -1.1% | +268.6% | +260.3% |
| 3Y | +388.5% | +46.0% | +342.4% | +291.6% |
| 5Y | +417.1% | +51.8% | +365.3% | +299.5% |
| All | +861.6% | +306.5% | +555.1% | +376.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling