+1,055.1%
ASX vs WCC
+440.3%
+614.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.3% | +3.3% | +5.3% |
| 7D | +0.8% | +3.3% | -2.5% | +0.4% |
| 30D | -20.4% | -9.4% | -11.0% | -16.4% |
| 3M | -2.1% | -10.5% | +8.4% | +3.3% |
| 6M | +8.2% | -10.4% | +18.6% | +15.1% |
| YTD | +137.3% | +34.4% | +102.9% | +117.9% |
| 1Y | +155.0% | +27.7% | +127.3% | +138.2% |
| 3Y | +397.9% | +137.9% | +260.0% | +264.0% |
| 5Y | +529.2% | +147.0% | +382.2% | +333.3% |
| All | +1,055.1% | +440.3% | +614.8% | +449.0% |
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 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