+194.7%
WELL vs ASX
+324.2%
-129.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.4% | -6.6% | -0.2% |
| 7D | +4.4% | -19.9% | +24.4% | +4.4% |
| 30D | +10.8% | -30.9% | +41.7% | +10.9% |
| 3M | +4.2% | -15.1% | +19.3% | +4.1% |
| 6M | +14.0% | -6.5% | +20.5% | +12.9% |
| YTD | +33.4% | +98.4% | -65.0% | +27.2% |
| 1Y | +32.4% | +107.9% | -75.4% | +26.0% |
| 3Y | +194.7% | +325.3% | -130.5% | +146.8% |
| All | +194.7% | +324.2% | -129.5% | +146.8% |
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