+842.6%
ASX vs WU
-36.4%
+879.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.3% | +8.9% | +8.7% |
| 7D | -12.3% | +9.1% | -21.3% | -15.0% |
| 30D | -26.0% | +12.1% | -38.1% | -29.0% |
| 3M | -8.1% | +0.3% | -8.4% | -9.3% |
| 6M | +1.4% | -19.1% | +20.5% | +5.6% |
| YTD | +115.6% | -19.2% | +134.8% | +122.8% |
| 1Y | +128.0% | -15.3% | +143.3% | +131.3% |
| 3Y | +371.4% | -21.3% | +392.7% | +379.7% |
| 5Y | +469.4% | -41.7% | +511.1% | +535.4% |
| 10Y | +842.6% | -36.0% | +878.6% | +898.1% |
| All | +842.6% | -36.4% | +879.1% | +898.1% |
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