+2,554.0%
ASX vs WU
-20.2%
+2,574.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.0% | +8.4% | +7.1% |
| 7D | -19.9% | +11.7% | -31.6% | -23.6% |
| 30D | -30.9% | +12.6% | -43.5% | -34.5% |
| 3M | -15.1% | -0.5% | -14.6% | -16.3% |
| 6M | -6.5% | -18.2% | +11.7% | -2.8% |
| YTD | +98.4% | -19.0% | +117.4% | +105.2% |
| 1Y | +107.9% | -16.7% | +124.5% | +112.3% |
| 3Y | +325.3% | -21.0% | +346.3% | +332.7% |
| 5Y | +447.3% | -41.7% | +489.0% | +512.0% |
| 10Y | +763.2% | -35.0% | +798.2% | +788.5% |
| All | +2,554.0% | -20.2% | +2,574.2% | +2,080.0% |
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