+985.8%
ASX vs WU
-38.9%
+1,024.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.4% |
| 7D | +12.4% | -2.0% | +14.4% | +12.9% |
| 30D | -19.8% | +11.4% | -31.2% | -23.0% |
| 3M | -10.3% | -6.8% | -3.5% | -9.5% |
| 6M | +1.2% | -14.6% | +15.9% | +3.4% |
| YTD | +123.0% | -20.6% | +143.7% | +131.5% |
| 1Y | +145.4% | -15.4% | +160.8% | +148.5% |
| 3Y | +368.6% | -23.6% | +392.2% | +381.0% |
| 5Y | +486.0% | -43.4% | +529.4% | +561.0% |
| All | +985.8% | -38.9% | +1,024.7% | +1,048.3% |
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