+477.7%
ASX vs WY
-21.5%
+499.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.4% | +7.5% | +6.6% |
| 7D | +6.3% | -2.1% | +8.4% | +7.1% |
| 30D | +6.4% | -10.5% | +16.9% | +11.0% |
| 3M | +13.1% | -4.9% | +18.0% | +14.3% |
| 6M | +90.3% | -4.9% | +95.2% | +91.9% |
| YTD | +149.6% | -1.7% | +151.3% | +146.7% |
| 1Y | +249.2% | -9.4% | +258.6% | +257.2% |
| 3Y | +445.9% | -22.3% | +468.2% | +486.2% |
| 5Y | +477.7% | -20.5% | +498.3% | +561.4% |
| All | +477.7% | -21.5% | +499.2% | +561.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling