+133.0%
ASX vs WU
-14.8%
+147.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.2% | +2.1% | +3.5% |
| 7D | -9.1% | +11.0% | -20.2% | -7.2% |
| 30D | -23.6% | +13.4% | -37.0% | -21.9% |
| 3M | -5.6% | +2.2% | -7.8% | -3.9% |
| 6M | +4.7% | -18.2% | +22.9% | +3.9% |
| YTD | +122.6% | -18.3% | +140.9% | +118.5% |
| 1Y | +133.0% | -12.2% | +145.2% | +121.7% |
| All | +133.0% | -14.8% | +147.8% | +121.7% |
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