-6.5%
ASX vs WCC
-17.8%
+11.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.2% | +4.3% | +4.1% |
| 7D | -19.9% | -14.7% | -5.2% | -5.1% |
| 30D | -30.9% | -20.1% | -10.8% | -11.6% |
| 3M | -15.1% | -21.2% | +6.1% | +10.0% |
| 6M | -6.5% | -19.2% | +12.7% | +19.8% |
| All | -6.5% | -17.8% | +11.3% | +19.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling