+42.1%
WELL vs ASX
+256.3%
-214.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.1% | -5.6% | +0.6% |
| 7D | -1.3% | +6.3% | -7.6% | -1.2% |
| 30D | +0.5% | +6.4% | -5.9% | +0.7% |
| 3M | +19.1% | +13.1% | +5.9% | +18.7% |
| 6M | +17.0% | +90.3% | -73.3% | +12.3% |
| YTD | +29.2% | +149.6% | -120.4% | +24.7% |
| 1Y | +42.1% | +249.2% | -207.0% | +37.4% |
| All | +42.1% | +256.3% | -214.1% | +37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling