+842.6%
ASX vs WCC
+492.1%
+350.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +8.1% | +0.5% | +5.4% |
| 7D | -12.3% | -5.7% | -6.6% | -9.8% |
| 30D | -26.0% | -13.5% | -12.5% | -20.9% |
| 3M | -8.1% | -12.9% | +4.8% | -2.0% |
| 6M | +1.4% | -10.7% | +12.1% | +8.0% |
| YTD | +115.6% | +30.0% | +85.6% | +100.6% |
| 1Y | +128.0% | +24.7% | +103.3% | +115.1% |
| 3Y | +371.4% | +136.6% | +234.8% | +246.9% |
| 5Y | +469.4% | +143.9% | +325.5% | +296.0% |
| 10Y | +842.6% | +465.9% | +376.7% | +380.9% |
| All | +842.6% | +492.1% | +350.6% | +380.9% |
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