+125.7%
ASX vs WCC
+23.3%
+102.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +8.1% | +0.5% | +2.0% |
| 7D | -12.3% | -5.7% | -6.6% | -7.8% |
| 30D | -26.0% | -13.5% | -12.5% | -16.4% |
| 3M | -8.1% | -12.9% | +4.8% | +3.2% |
| 6M | +1.4% | -10.7% | +12.1% | +12.3% |
| YTD | +115.6% | +30.0% | +85.6% | +95.0% |
| All | +125.7% | +23.3% | +102.3% | +111.8% |
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