+486.8%
ASX vs WTW
+55.3%
+431.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.0% | -4.0% | -2.1% |
| 7D | +12.4% | +2.0% | +10.4% | +12.4% |
| 30D | -19.8% | +12.9% | -32.7% | -20.3% |
| 3M | -10.3% | +0.7% | -11.1% | -10.1% |
| 6M | +1.2% | +39.5% | -38.2% | -3.1% |
| YTD | +123.0% | +3.1% | +119.9% | +126.0% |
| 1Y | +145.4% | +4.8% | +140.7% | +147.1% |
| 3Y | +368.6% | +42.9% | +325.7% | +290.8% |
| All | +486.8% | +55.3% | +431.5% | +341.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling