+9.2%
WBD vs ASX
+1,321.1%
-1,312.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +34.3% | +220.5% | -186.2% | -7.0% |
| 7D | +34.3% | +220.5% | -186.2% | -7.0% |
| 30D | +34.3% | +220.5% | -186.2% | -7.0% |
| 3M | +34.3% | +220.5% | -186.2% | -7.0% |
| 6M | +34.3% | +220.5% | -186.2% | -7.0% |
| YTD | +34.3% | +220.5% | -186.2% | -7.0% |
| 1Y | +63.0% | +333.3% | -270.3% | +2.2% |
| 3Y | +206.7% | +574.4% | -367.7% | +64.1% |
| 5Y | +18.4% | +713.4% | -695.1% | -41.3% |
| All | +9.2% | +1,321.1% | -1,312.0% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling