+3,552.3%
ASX vs WM
+2,374.9%
+1,177.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.6% | -5.6% | -4.6% |
| 7D | -14.6% | +5.9% | -20.5% | -16.7% |
| 30D | -21.1% | +15.4% | -36.5% | -26.3% |
| 3M | -3.1% | +6.3% | -9.4% | -6.5% |
| 6M | +17.4% | +5.6% | +11.8% | +11.7% |
| YTD | +135.3% | +9.9% | +125.4% | +118.7% |
| 1Y | +146.5% | +20.8% | +125.7% | +118.8% |
| 3Y | +403.1% | +48.5% | +354.6% | +294.0% |
| 5Y | +551.7% | +60.6% | +491.2% | +383.1% |
| 10Y | +923.7% | +349.8% | +573.9% | +347.4% |
| All | +3,552.3% | +2,374.9% | +1,177.4% | +685.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling