+146.5%
ASX vs WCN
+16.1%
+130.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.8% | -6.7% | -1.8% |
| 7D | -14.6% | +6.7% | -21.3% | -10.0% |
| 30D | -21.1% | +24.3% | -45.4% | -6.2% |
| 3M | -3.1% | +16.1% | -19.2% | +10.5% |
| 6M | +17.4% | +19.9% | -2.6% | +37.4% |
| YTD | +135.3% | +10.1% | +125.2% | +171.9% |
| 1Y | +146.5% | +14.4% | +132.1% | +191.8% |
| All | +146.5% | +16.1% | +130.4% | +191.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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