+12.0%
WBD vs ASX
+974.7%
-962.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.3% | +4.3% | +1.9% |
| 7D | -0.6% | +6.5% | -7.1% | -2.3% |
| 30D | +4.2% | +3.1% | +1.0% | +2.9% |
| 3M | +7.5% | +17.4% | -9.9% | +0.6% |
| 6M | +1.6% | +85.4% | -83.9% | -18.1% |
| YTD | -2.2% | +150.1% | -152.2% | -28.4% |
| 1Y | +124.9% | +256.3% | -131.4% | +46.7% |
| 3Y | +149.1% | +446.9% | -297.7% | +39.5% |
| 5Y | +7.8% | +447.1% | -439.2% | -41.7% |
| All | +12.0% | +974.7% | -962.7% | -50.0% |
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