+2.5%
WFC vs ASX
+144.4%
-141.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.9% | +6.2% | +2.3% |
| 7D | +4.5% | -14.6% | +19.1% | +4.9% |
| 30D | +7.4% | -21.1% | +28.4% | +8.1% |
| 3M | -0.5% | -3.1% | +2.6% | -0.6% |
| 6M | +11.7% | +17.4% | -5.7% | +9.1% |
| YTD | -4.6% | +135.3% | -140.0% | -15.6% |
| 1Y | +2.5% | +146.5% | -144.0% | -10.5% |
| All | +2.5% | +144.4% | -141.9% | -10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling