+144.5%
ASX vs WY
-6.3%
+150.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -4.2% |
| 7D | +22.1% | -5.4% | +27.5% | +20.9% |
| 30D | -23.8% | +7.9% | -31.6% | -22.9% |
| 3M | -7.6% | -16.6% | +9.0% | -5.8% |
| 6M | +6.9% | -11.2% | +18.1% | +7.9% |
| YTD | +127.7% | -11.3% | +139.0% | +129.7% |
| 1Y | +144.5% | -5.5% | +150.1% | +139.7% |
| All | +144.5% | -6.3% | +150.8% | +139.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling