+392.6%
ASX vs WEC
+42.1%
+350.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | 0.0% |
| 7D | -0.7% | -0.3% | -0.5% | -0.8% |
| 30D | +2.0% | -1.3% | +3.3% | +1.6% |
| 3M | -1.3% | -3.9% | +2.6% | -2.5% |
| 6M | +71.4% | -8.3% | +79.7% | +67.9% |
| YTD | +135.3% | +3.1% | +132.3% | +136.2% |
| 1Y | +267.5% | +1.9% | +265.5% | +267.5% |
| All | +392.6% | +42.1% | +350.6% | +398.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling