+415.3%
ASX vs WU
-42.0%
+457.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.0% | +8.4% | +6.8% |
| 7D | -19.9% | +11.7% | -31.6% | -22.1% |
| 30D | -30.9% | +12.6% | -43.5% | -33.0% |
| 3M | -15.1% | -0.5% | -14.6% | -15.5% |
| 6M | -6.5% | -18.2% | +11.7% | -3.2% |
| YTD | +98.4% | -19.0% | +117.4% | +104.5% |
| 1Y | +107.9% | -16.7% | +124.5% | +111.8% |
| 3Y | +325.3% | -21.0% | +346.3% | +330.8% |
| All | +415.3% | -42.0% | +457.3% | +490.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling