+2,793.8%
ASX vs WM
+2,403.8%
+390.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +1.2% | -21.9% | -21.2% |
| 7D | -33.3% | +4.5% | -37.8% | -34.6% |
| 30D | -36.5% | +16.1% | -52.5% | -40.9% |
| 3M | -19.2% | +8.0% | -27.2% | -22.7% |
| 6M | -10.2% | +8.4% | -18.6% | -15.6% |
| YTD | +86.5% | +11.2% | +75.2% | +72.2% |
| 1Y | +89.6% | +22.3% | +67.3% | +67.2% |
| 3Y | +298.6% | +50.2% | +248.4% | +210.3% |
| 5Y | +414.3% | +63.3% | +351.0% | +277.9% |
| 10Y | +711.1% | +355.0% | +356.1% | +252.4% |
| All | +2,793.8% | +2,403.8% | +390.0% | +519.0% |
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