+3,047.4%
ASX vs WU
-19.6%
+3,067.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.6% |
| 7D | -0.7% | -0.8% | +0.1% | -0.5% |
| 30D | +2.0% | -1.1% | +3.1% | +2.2% |
| 3M | -1.3% | -3.9% | +2.5% | -1.6% |
| 6M | +71.4% | -20.7% | +92.1% | +82.1% |
| YTD | +135.3% | -18.4% | +153.7% | +146.3% |
| 1Y | +267.5% | -8.1% | +275.5% | +264.6% |
| 3Y | +388.5% | -24.2% | +412.6% | +411.1% |
| 5Y | +417.1% | -50.4% | +467.5% | +522.5% |
| 10Y | +872.7% | -40.0% | +912.8% | +947.7% |
| All | +3,047.4% | -19.6% | +3,067.0% | +2,516.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling