+842.6%
ASX vs WM
+337.2%
+505.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.1% | +8.5% | +8.6% |
| 7D | -12.3% | -0.5% | -11.8% | -12.3% |
| 30D | -26.0% | +13.3% | -39.3% | -28.6% |
| 3M | -8.1% | +4.4% | -12.5% | -9.6% |
| 6M | +1.4% | +10.8% | -9.4% | -3.2% |
| YTD | +115.6% | +9.1% | +106.5% | +105.7% |
| 1Y | +128.0% | +19.1% | +108.9% | +109.9% |
| 3Y | +371.4% | +45.7% | +325.7% | +285.0% |
| 5Y | +469.4% | +60.4% | +409.0% | +336.1% |
| 10Y | +842.6% | +328.7% | +513.9% | +400.3% |
| All | +842.6% | +337.2% | +505.4% | +400.3% |
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