+985.8%
ASX vs WY
+5.0%
+980.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -2.7% |
| 7D | +12.4% | -0.8% | +13.2% | +12.7% |
| 30D | -19.8% | +10.1% | -29.9% | -23.3% |
| 3M | -10.3% | -15.4% | +5.1% | -5.5% |
| 6M | +1.2% | -8.3% | +9.5% | +2.5% |
| YTD | +123.0% | -9.8% | +132.8% | +126.1% |
| 1Y | +145.4% | -3.9% | +149.3% | +142.2% |
| 3Y | +368.6% | -23.3% | +391.9% | +395.3% |
| 5Y | +486.0% | -31.2% | +517.2% | +547.1% |
| All | +985.8% | +5.0% | +980.8% | +858.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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