+5,560.3%
WELL vs ASX
+2,948.3%
+2,612.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.4% | -6.6% | -1.0% |
| 7D | +4.4% | -19.9% | +24.4% | +7.1% |
| 30D | +10.8% | -30.9% | +41.7% | +15.4% |
| 3M | +4.2% | -15.1% | +19.3% | +5.2% |
| 6M | +14.0% | -6.5% | +20.5% | +11.8% |
| YTD | +33.4% | +98.4% | -65.0% | +17.0% |
| 1Y | +32.4% | +107.9% | -75.4% | +15.2% |
| 3Y | +194.7% | +325.3% | -130.5% | +125.5% |
| 5Y | +226.5% | +447.3% | -220.8% | +136.5% |
| 10Y | +429.8% | +763.2% | -333.4% | +247.5% |
| All | +5,560.3% | +2,948.3% | +2,612.0% | +2,713.2% |
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