+2,979.8%
ASX vs WY
+249.9%
+2,729.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.0% | +9.4% | +7.7% |
| 7D | -19.9% | +3.1% | -23.0% | -21.2% |
| 30D | -30.9% | +13.0% | -43.9% | -35.2% |
| 3M | -15.1% | -16.8% | +1.7% | -9.4% |
| 6M | -6.5% | -11.2% | +4.7% | -3.9% |
| YTD | +98.4% | -9.1% | +107.5% | +100.6% |
| 1Y | +107.9% | -4.8% | +112.6% | +105.5% |
| 3Y | +325.3% | -25.3% | +350.5% | +356.9% |
| 5Y | +447.3% | -33.2% | +480.5% | +515.2% |
| 10Y | +763.2% | +6.6% | +756.6% | +607.6% |
| All | +2,979.8% | +249.9% | +2,729.9% | +1,261.5% |
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