+415.3%
ASX vs WCN
+45.6%
+369.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.4% | +7.8% | +6.4% |
| 7D | -19.9% | +2.9% | -22.8% | -19.9% |
| 30D | -30.9% | +22.1% | -53.0% | -31.6% |
| 3M | -15.1% | +13.2% | -28.3% | -15.3% |
| 6M | -6.5% | +23.7% | -30.2% | -9.1% |
| YTD | +98.4% | +8.7% | +89.7% | +99.6% |
| 1Y | +107.9% | +15.3% | +92.5% | +104.5% |
| 3Y | +325.3% | +46.0% | +279.3% | +261.8% |
| All | +415.3% | +45.6% | +369.7% | +322.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling