+145.4%
ASX vs WWD
+21.4%
+124.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.7% |
| 7D | +12.4% | +4.0% | +8.4% | +10.3% |
| 30D | -19.8% | +0.4% | -20.2% | -19.2% |
| 3M | -10.3% | -7.9% | -2.4% | -6.8% |
| 6M | +1.2% | -10.6% | +11.9% | +6.4% |
| YTD | +123.0% | +9.4% | +113.6% | +132.4% |
| 1Y | +145.4% | +25.7% | +119.7% | +157.8% |
| All | +145.4% | +21.4% | +124.1% | +157.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling