+858.4%
ASX vs WWD
+485.4%
+373.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.2% |
| 7D | -0.7% | +1.3% | -2.0% | -1.2% |
| 30D | +2.0% | -7.2% | +9.2% | +4.8% |
| 3M | -1.3% | -3.8% | +2.5% | -0.3% |
| 6M | +71.4% | -9.9% | +81.3% | +77.5% |
| YTD | +135.3% | +14.8% | +120.5% | +121.7% |
| 1Y | +267.5% | +42.1% | +225.4% | +216.5% |
| 3Y | +388.5% | +170.8% | +217.7% | +227.5% |
| 5Y | +417.1% | +197.5% | +219.6% | +229.1% |
| All | +858.4% | +485.4% | +373.0% | +385.6% |
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