+887.2%
ASX vs WCC
+460.5%
+426.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.2% | +3.2% |
| 7D | -9.1% | -9.9% | +0.8% | -4.8% |
| 30D | -23.6% | -13.4% | -10.2% | -18.4% |
| 3M | -5.6% | -13.5% | +7.9% | +0.9% |
| 6M | +4.7% | -10.6% | +15.3% | +11.6% |
| YTD | +122.6% | +30.1% | +92.5% | +107.0% |
| 1Y | +133.0% | +22.3% | +110.7% | +121.2% |
| 3Y | +367.1% | +130.3% | +236.9% | +246.2% |
| 5Y | +504.7% | +144.5% | +360.2% | +319.5% |
| 10Y | +887.2% | +431.8% | +455.4% | +393.1% |
| All | +887.2% | +460.5% | +426.7% | +393.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling