+249.2%
ASX vs WCC
+64.4%
+184.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.5% | +3.6% | +4.4% |
| 7D | +6.3% | +8.5% | -2.2% | +0.5% |
| 30D | +6.4% | -1.0% | +7.4% | +7.1% |
| 3M | +13.1% | +2.1% | +11.0% | +11.5% |
| 6M | +90.3% | +36.8% | +53.5% | +62.0% |
| YTD | +149.6% | +47.7% | +101.9% | +100.1% |
| 1Y | +249.2% | +66.5% | +182.7% | +162.5% |
| All | +249.2% | +64.4% | +184.7% | +162.5% |
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