+249.2%
ASX vs WCN
-8.2%
+257.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +5.4% |
| 7D | +6.3% | -0.4% | +6.8% | +6.0% |
| 30D | +6.4% | -2.1% | +8.5% | +5.1% |
| 3M | +13.1% | +6.4% | +6.8% | +17.1% |
| 6M | +90.3% | -3.7% | +94.0% | +92.7% |
| YTD | +149.6% | -6.4% | +156.0% | +146.0% |
| 1Y | +249.2% | -7.9% | +257.1% | +248.6% |
| All | +249.2% | -8.2% | +257.4% | +248.6% |
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