+1,007.5%
ASX vs WWD
+468.3%
+539.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.3% | +5.3% | +6.1% |
| 7D | +0.8% | +3.7% | -2.9% | 0.0% |
| 30D | -20.4% | +1.8% | -22.2% | -20.3% |
| 3M | -2.1% | -5.0% | +2.8% | +0.5% |
| 6M | +8.2% | -8.4% | +16.6% | +12.4% |
| YTD | +137.3% | +12.3% | +125.0% | +127.2% |
| 1Y | +155.0% | +26.2% | +128.8% | +132.1% |
| 3Y | +397.9% | +154.6% | +243.4% | +244.0% |
| 5Y | +529.2% | +195.3% | +334.0% | +305.0% |
| 10Y | +1,007.5% | +466.3% | +541.2% | +470.1% |
| All | +1,007.5% | +468.3% | +539.2% | +470.1% |
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