+1,055.1%
ASX vs WU
-39.0%
+1,094.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.0% | +9.6% | +7.4% |
| 7D | +0.8% | +2.1% | -1.3% | -0.4% |
| 30D | -20.4% | +10.1% | -30.6% | -23.4% |
| 3M | -2.1% | -1.1% | -1.0% | -3.1% |
| 6M | +8.2% | -19.8% | +28.0% | +12.8% |
| YTD | +137.3% | -20.8% | +158.0% | +146.4% |
| 1Y | +155.0% | -15.1% | +170.1% | +157.9% |
| 3Y | +397.9% | -23.2% | +421.1% | +409.9% |
| 5Y | +529.2% | -42.6% | +571.9% | +606.0% |
| All | +1,055.1% | -39.0% | +1,094.1% | +1,122.1% |
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