+336.3%
WBD vs ASX
+5,548.4%
-5,212.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +40.0% | -26.3% | +2.2% |
| 7D | +13.8% | +40.0% | -26.3% | +2.2% |
| 30D | +13.8% | +40.0% | -26.3% | +2.2% |
| 3M | +13.8% | +40.0% | -26.3% | +2.2% |
| 6M | +13.3% | +115.5% | -102.2% | -10.6% |
| YTD | +7.4% | +198.2% | -190.8% | -23.5% |
| 1Y | +63.0% | +333.3% | -270.3% | +3.4% |
| 3Y | +206.7% | +574.4% | -367.7% | +67.9% |
| 5Y | +18.4% | +713.4% | -695.1% | -39.9% |
| 10Y | +11.8% | +1,134.6% | -1,122.9% | -53.5% |
| All | +336.3% | +5,548.4% | -5,212.2% | -7.6% |
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 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