+298.2%
WBD vs ASX
+4,357.7%
-4,059.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -1.8% | -0.7% | -1.1% | -1.6% |
| 30D | +8.8% | +2.0% | +6.8% | +7.9% |
| 3M | +4.6% | -1.3% | +6.0% | +2.6% |
| 6M | +1.1% | +71.4% | -70.4% | -16.6% |
| YTD | -2.0% | +135.3% | -137.3% | -26.7% |
| 1Y | +140.0% | +267.5% | -127.5% | +56.2% |
| 3Y | +144.4% | +388.5% | -244.1% | +43.8% |
| 5Y | -0.2% | +417.1% | -417.3% | -43.7% |
| 10Y | +9.1% | +872.7% | -863.6% | -52.3% |
| All | +298.2% | +4,357.7% | -4,059.5% | -11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling