+992.0%
ASX vs WY
+5.8%
+986.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +4.0% | +3.7% |
| 7D | +11.1% | -1.7% | +12.8% | +11.8% |
| 30D | +9.6% | -9.9% | +19.5% | +13.9% |
| 3M | +18.6% | -7.5% | +26.1% | +21.2% |
| 6M | +92.1% | -5.1% | +97.3% | +94.0% |
| YTD | +158.5% | -2.1% | +160.6% | +156.7% |
| 1Y | +271.9% | -7.3% | +279.2% | +275.8% |
| 3Y | +465.2% | -22.6% | +487.9% | +503.5% |
| 5Y | +479.4% | -19.8% | +499.2% | +507.9% |
| 10Y | +992.0% | +9.6% | +982.4% | +846.4% |
| All | +992.0% | +5.8% | +986.2% | +846.4% |
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