+858.4%
ASX vs WCC
+498.7%
+359.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -1.2% |
| 7D | -0.7% | +4.5% | -5.2% | -2.4% |
| 30D | +2.0% | -5.8% | +7.8% | +4.2% |
| 3M | -1.3% | -3.7% | +2.3% | +0.6% |
| 6M | +71.4% | +23.1% | +48.4% | +60.5% |
| YTD | +135.3% | +44.2% | +91.2% | +108.1% |
| 1Y | +267.5% | +62.1% | +205.4% | +212.0% |
| 3Y | +388.5% | +121.1% | +267.4% | +260.1% |
| 5Y | +417.1% | +214.0% | +203.1% | +227.4% |
| All | +858.4% | +498.7% | +359.7% | +336.0% |
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