+842.6%
ASX vs WWD
+494.7%
+348.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.9% | +3.7% | +6.6% |
| 7D | -12.3% | +4.2% | -16.5% | -13.2% |
| 30D | -26.0% | -0.8% | -25.2% | -25.2% |
| 3M | -8.1% | -8.2% | +0.1% | -4.4% |
| 6M | +1.4% | -9.8% | +11.2% | +6.0% |
| YTD | +115.6% | +10.4% | +105.2% | +107.8% |
| 1Y | +128.0% | +25.5% | +102.6% | +108.1% |
| 3Y | +371.4% | +155.8% | +215.6% | +225.3% |
| 5Y | +469.4% | +187.3% | +282.1% | +270.2% |
| 10Y | +842.6% | +462.7% | +379.9% | +388.8% |
| All | +842.6% | +494.7% | +348.0% | +388.8% |
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