+913.4%
ASX vs WU
-41.4%
+954.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.5% | +8.6% | +6.8% |
| 7D | +6.3% | -0.8% | +7.2% | +6.5% |
| 30D | +6.4% | -1.1% | +7.5% | +6.6% |
| 3M | +13.1% | -1.8% | +15.0% | +11.7% |
| 6M | +90.3% | -23.9% | +114.2% | +103.7% |
| YTD | +149.6% | -20.4% | +170.0% | +161.9% |
| 1Y | +249.2% | -10.6% | +259.8% | +248.3% |
| 3Y | +445.9% | -27.7% | +473.6% | +477.7% |
| 5Y | +477.7% | -51.1% | +528.9% | +594.3% |
| 10Y | +913.4% | -40.7% | +954.1% | +1,011.6% |
| All | +913.4% | -41.4% | +954.8% | +1,011.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling