+4.2%
WBD vs ASX
+472.4%
-468.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.1% | -6.5% | -2.2% |
| 7D | -0.7% | +6.3% | -7.0% | -2.5% |
| 30D | +5.0% | +6.4% | -1.4% | +2.7% |
| 3M | +6.2% | +13.1% | -6.9% | -0.5% |
| 6M | +0.6% | +90.3% | -89.7% | -23.4% |
| YTD | -2.4% | +149.6% | -152.1% | -33.8% |
| 1Y | +127.7% | +249.2% | -121.5% | +34.0% |
| 3Y | +148.4% | +445.9% | -297.5% | +15.7% |
| 5Y | +4.2% | +477.7% | -473.5% | -56.7% |
| All | +4.2% | +472.4% | -468.2% | -56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling