+249.2%
ASX vs WU
-11.3%
+260.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.5% | +8.6% | +6.0% |
| 7D | +6.3% | -0.8% | +7.2% | +6.3% |
| 30D | +6.4% | -1.1% | +7.5% | +6.4% |
| 3M | +13.1% | -1.8% | +15.0% | +11.7% |
| 6M | +90.3% | -23.9% | +114.2% | +86.5% |
| YTD | +149.6% | -20.4% | +170.0% | +143.8% |
| 1Y | +249.2% | -10.6% | +259.8% | +230.6% |
| All | +249.2% | -11.3% | +260.5% | +230.6% |
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 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