+406.2%
ASX vs WY
-21.8%
+428.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -0.7% | -1.7% | +1.0% | -0.3% |
| 30D | +2.0% | -10.1% | +12.1% | +4.5% |
| 3M | -1.3% | -5.1% | +3.8% | -0.5% |
| 6M | +71.4% | -4.8% | +76.2% | +72.4% |
| YTD | +135.3% | -0.2% | +135.6% | +132.7% |
| 1Y | +267.5% | -6.6% | +274.1% | +270.8% |
| All | +406.2% | -21.8% | +428.0% | +448.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling