+378.4%
ASX vs WWD
+149.7%
+228.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.1% | -3.0% |
| 7D | +22.1% | +8.2% | +13.9% | +17.5% |
| 30D | -23.8% | -0.2% | -23.6% | -23.0% |
| 3M | -7.6% | -8.4% | +0.8% | -3.1% |
| 6M | +6.9% | -9.5% | +16.4% | +12.4% |
| YTD | +127.7% | +10.1% | +117.6% | +118.3% |
| 1Y | +144.5% | +21.6% | +123.0% | +122.4% |
| All | +378.4% | +149.7% | +228.7% | +220.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling