+3,354.6%
ASX vs WY
+244.0%
+3,110.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.4% | +5.6% | +4.3% |
| 7D | -9.1% | +0.2% | -9.3% | -9.5% |
| 30D | -23.6% | +8.0% | -31.6% | -26.9% |
| 3M | -5.6% | -17.7% | +12.1% | +1.1% |
| 6M | +4.7% | -10.8% | +15.5% | +7.3% |
| YTD | +122.6% | -10.6% | +133.2% | +126.6% |
| 1Y | +133.0% | -5.7% | +138.7% | +131.4% |
| 3Y | +367.1% | -24.8% | +391.9% | +399.9% |
| 5Y | +504.7% | -31.7% | +536.5% | +573.3% |
| 10Y | +887.2% | +2.9% | +884.3% | +721.7% |
| All | +3,354.6% | +244.0% | +3,110.6% | +1,437.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling