+146.5%
ASX vs WU
-18.0%
+164.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.4% | -9.4% | -3.3% |
| 7D | -14.6% | +8.2% | -22.8% | -13.8% |
| 30D | -21.1% | +8.0% | -29.1% | -20.4% |
| 3M | -3.1% | -6.6% | +3.6% | -2.9% |
| 6M | +17.4% | -23.3% | +40.6% | +14.2% |
| YTD | +135.3% | -22.4% | +157.7% | +127.7% |
| 1Y | +146.5% | -18.0% | +164.5% | +136.8% |
| All | +146.5% | -18.0% | +164.5% | +136.8% |
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