+225.8%
WELL vs ASX
+431.2%
-205.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.4% | -6.6% | -0.6% |
| 7D | +4.4% | -19.9% | +24.4% | +5.7% |
| 30D | +10.8% | -30.9% | +41.7% | +13.1% |
| 3M | +4.2% | -15.1% | +19.3% | +4.5% |
| 6M | +14.0% | -6.5% | +20.5% | +11.9% |
| YTD | +33.4% | +98.4% | -65.0% | +19.3% |
| 1Y | +32.4% | +107.9% | -75.4% | +17.6% |
| 3Y | +194.7% | +325.3% | -130.5% | +127.3% |
| All | +225.8% | +431.2% | -205.3% | +134.5% |
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