+267.5%
ASX vs WU
-8.3%
+275.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.2% |
| 7D | -0.7% | -0.8% | +0.1% | -0.7% |
| 30D | +2.0% | -1.1% | +3.1% | +2.0% |
| 3M | -1.3% | -3.9% | +2.5% | -2.6% |
| 6M | +71.4% | -20.7% | +92.1% | +67.8% |
| YTD | +135.3% | -18.4% | +153.7% | +129.8% |
| 1Y | +267.5% | -8.1% | +275.5% | +247.4% |
| All | +267.5% | -8.3% | +275.8% | +247.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling