+748.4%
ASX vs WWD
+461.1%
+287.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.4% | +3.0% | +5.1% |
| 7D | -19.9% | +4.2% | -24.1% | -20.8% |
| 30D | -30.9% | -2.1% | -28.7% | -29.7% |
| 3M | -15.1% | -13.2% | -1.9% | -9.7% |
| 6M | -6.5% | -16.9% | +10.4% | +0.8% |
| YTD | +98.4% | +5.2% | +93.2% | +94.9% |
| 1Y | +107.9% | +20.6% | +87.3% | +92.7% |
| 3Y | +325.3% | +146.3% | +179.0% | +198.4% |
| 5Y | +447.3% | +171.3% | +276.0% | +264.3% |
| All | +748.4% | +461.1% | +287.3% | +370.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling