+486.8%
ASX vs WCC
+139.9%
+346.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.4% | -1.2% |
| 7D | +12.4% | +9.9% | +2.4% | +7.5% |
| 30D | -19.8% | -8.4% | -11.4% | -15.4% |
| 3M | -10.3% | -10.3% | 0.0% | -4.4% |
| 6M | +1.2% | -10.5% | +11.7% | +8.9% |
| YTD | +123.0% | +32.2% | +90.9% | +103.3% |
| 1Y | +145.4% | +25.5% | +119.9% | +128.2% |
| 3Y | +368.6% | +134.7% | +233.9% | +225.0% |
| All | +486.8% | +139.9% | +346.9% | +259.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling