+5,356.1%
WELL vs ASX
+3,515.0%
+1,841.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | -0.8% | -0.7% | -0.1% | -0.7% |
| 30D | -0.1% | +2.0% | -2.1% | -0.5% |
| 3M | +18.0% | -1.3% | +19.4% | +16.7% |
| 6M | +15.0% | +71.4% | -56.4% | +4.5% |
| YTD | +28.6% | +135.3% | -106.7% | +11.5% |
| 1Y | +42.9% | +267.5% | -224.6% | +15.6% |
| 3Y | +203.0% | +388.5% | -185.5% | +130.1% |
| 5Y | +206.9% | +417.1% | -210.2% | +126.7% |
| 10Y | +339.5% | +872.7% | -533.3% | +186.7% |
| All | +5,356.1% | +3,515.0% | +1,841.0% | +2,580.3% |
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