+6,154.8%
ASX vs WTW
+1,174.9%
+4,979.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.4% | +0.9% |
| 7D | -0.7% | -2.6% | +1.9% | +0.1% |
| 30D | +2.0% | -1.0% | +3.0% | +2.2% |
| 3M | -1.3% | +29.9% | -31.3% | -10.7% |
| 6M | +71.4% | +10.7% | +60.7% | +62.6% |
| YTD | +135.3% | +2.6% | +132.7% | +126.8% |
| 1Y | +267.5% | +2.8% | +264.7% | +251.9% |
| 3Y | +388.5% | +67.3% | +321.2% | +279.0% |
| 5Y | +417.1% | +56.6% | +360.5% | +311.5% |
| 10Y | +872.7% | +204.1% | +668.7% | +501.5% |
| All | +6,154.8% | +1,174.9% | +4,979.9% | +3,213.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling