+148.4%
WBD vs ASX
+443.1%
-294.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.1% | -6.5% | -1.9% |
| 7D | -0.7% | +6.3% | -7.0% | -2.2% |
| 30D | +5.0% | +6.4% | -1.4% | +3.1% |
| 3M | +6.2% | +13.1% | -6.9% | +0.5% |
| 6M | +0.6% | +90.3% | -89.7% | -21.4% |
| YTD | -2.4% | +149.6% | -152.1% | -31.9% |
| 1Y | +127.7% | +249.2% | -121.5% | +37.7% |
| 3Y | +148.4% | +445.9% | -297.5% | +3.6% |
| All | +148.4% | +443.1% | -294.7% | +3.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling