+748.4%
ASX vs WM
+339.4%
+409.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.1% | +8.5% | +6.9% |
| 7D | -19.9% | +1.2% | -21.1% | -20.2% |
| 30D | -30.9% | +13.1% | -44.0% | -33.3% |
| 3M | -15.1% | +3.6% | -18.7% | -16.3% |
| 6M | -6.5% | +8.1% | -14.6% | -10.0% |
| YTD | +98.4% | +8.9% | +89.5% | +89.4% |
| 1Y | +107.9% | +20.3% | +87.5% | +90.6% |
| 3Y | +325.3% | +46.2% | +279.1% | +246.8% |
| 5Y | +447.3% | +59.9% | +387.4% | +320.0% |
| All | +748.4% | +339.4% | +409.0% | +360.9% |
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