+3,552.3%
ASX vs WY
+283.9%
+3,268.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.1% |
| 7D | -0.7% | -1.7% | +1.0% | 0.0% |
| 30D | +2.0% | -10.1% | +12.1% | +6.7% |
| 3M | -1.3% | -5.1% | +3.8% | -0.1% |
| 6M | +71.4% | -4.8% | +76.2% | +73.1% |
| YTD | +135.3% | -0.2% | +135.6% | +131.7% |
| 1Y | +267.5% | -6.6% | +274.1% | +270.5% |
| 3Y | +388.5% | -22.7% | +411.2% | +424.8% |
| 5Y | +417.1% | -22.2% | +439.3% | +449.3% |
| 10Y | +872.7% | +7.3% | +865.5% | +706.6% |
| All | +3,552.3% | +283.9% | +3,268.4% | +1,472.7% |
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