+415.3%
ASX vs WCC
+117.0%
+298.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.2% | +4.3% | +5.4% |
| 7D | -19.9% | -14.7% | -5.2% | -13.1% |
| 30D | -30.9% | -20.1% | -10.8% | -22.2% |
| 3M | -15.1% | -21.2% | +6.1% | -3.9% |
| 6M | -6.5% | -19.2% | +12.7% | +5.6% |
| YTD | +98.4% | +20.2% | +78.2% | +89.1% |
| 1Y | +107.9% | +14.5% | +93.4% | +101.9% |
| 3Y | +325.3% | +115.1% | +210.1% | +207.3% |
| All | +415.3% | +117.0% | +298.4% | +227.4% |
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