+107.9%
ASX vs WEC
+6.8%
+101.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.1% | +8.5% | +4.9% |
| 7D | -19.9% | -0.2% | -19.8% | -19.9% |
| 30D | -30.9% | +12.3% | -43.2% | -25.8% |
| 3M | -15.1% | +8.3% | -23.3% | -10.7% |
| 6M | -6.5% | +3.5% | -9.9% | -4.6% |
| YTD | +98.4% | +12.7% | +85.7% | +106.7% |
| 1Y | +107.9% | +8.2% | +99.7% | +115.3% |
| All | +107.9% | +6.8% | +101.1% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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