+490.3%
ASX vs WM
+58.8%
+431.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +2.9% | +3.3% |
| 7D | -9.1% | +1.2% | -10.3% | -8.9% |
| 30D | -23.6% | +13.7% | -37.3% | -22.4% |
| 3M | -5.6% | +5.2% | -10.8% | -4.6% |
| 6M | +4.7% | +11.2% | -6.5% | +5.2% |
| YTD | +122.6% | +9.4% | +113.2% | +123.4% |
| 1Y | +133.0% | +20.4% | +112.6% | +130.4% |
| 3Y | +367.1% | +44.7% | +322.4% | +330.1% |
| All | +490.3% | +58.8% | +431.6% | +414.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling