+225.9%
WELL vs ASX
+482.2%
-256.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | -0.1% |
| 7D | +0.1% | +12.4% | -12.3% | -0.7% |
| 30D | +5.7% | -19.8% | +25.5% | +6.8% |
| 3M | +4.6% | -10.3% | +15.0% | +4.7% |
| 6M | +11.9% | +1.2% | +10.6% | +9.4% |
| YTD | +33.6% | +123.0% | -89.4% | +18.3% |
| 1Y | +29.8% | +145.4% | -115.7% | +13.4% |
| 3Y | +202.2% | +368.6% | -166.5% | +131.1% |
| All | +225.9% | +482.2% | -256.3% | +132.1% |
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