+476.3%
ASX vs WTW
+60.9%
+415.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.6% | +7.1% | +2.5% |
| 7D | +11.1% | -7.1% | +18.2% | +9.0% |
| 30D | +9.6% | -8.5% | +18.1% | +7.2% |
| 3M | +18.6% | +20.6% | -1.9% | +25.9% |
| 6M | +92.1% | +7.2% | +84.9% | +101.6% |
| YTD | +158.5% | -3.9% | +162.3% | +168.1% |
| 1Y | +271.9% | -3.6% | +275.5% | +285.6% |
| All | +476.3% | +60.9% | +415.3% | +482.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling