+299.6%
ASX vs WWD
+137.0%
+162.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -6.0% | -14.8% | -17.7% |
| 7D | -33.3% | -2.6% | -30.7% | -31.9% |
| 30D | -36.5% | -7.7% | -28.7% | -33.3% |
| 3M | -19.2% | -17.7% | -1.5% | -10.7% |
| 6M | -10.2% | -15.9% | +5.7% | -2.2% |
| YTD | +86.5% | +1.8% | +84.7% | +85.7% |
| 1Y | +89.6% | +17.4% | +72.2% | +75.1% |
| All | +299.6% | +137.0% | +162.6% | +172.9% |
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