+267.5%
ASX vs WCC
+61.8%
+205.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -2.4% |
| 7D | -0.7% | +4.5% | -5.2% | -3.8% |
| 30D | +2.0% | -5.8% | +7.8% | +6.2% |
| 3M | -1.3% | -3.7% | +2.3% | +0.9% |
| 6M | +71.4% | +23.1% | +48.4% | +54.7% |
| YTD | +135.3% | +44.2% | +91.2% | +92.8% |
| 1Y | +267.5% | +62.1% | +205.4% | +185.0% |
| All | +267.5% | +61.8% | +205.7% | +185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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