+144.5%
ASX vs WU
-16.8%
+161.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.9% | -4.3% |
| 7D | +22.1% | -5.3% | +27.4% | +20.7% |
| 30D | -23.8% | +9.0% | -32.8% | -22.7% |
| 3M | -7.6% | -3.6% | -4.1% | -6.8% |
| 6M | +6.9% | -19.4% | +26.3% | +5.2% |
| YTD | +127.7% | -21.7% | +149.4% | +121.6% |
| 1Y | +144.5% | -16.1% | +160.7% | +130.9% |
| All | +144.5% | -16.8% | +161.3% | +130.9% |
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