+486.8%
ASX vs WEC
+56.3%
+430.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -3.0% | -1.9% |
| 7D | +12.4% | +2.3% | +10.1% | +12.6% |
| 30D | -19.8% | +11.1% | -30.9% | -19.0% |
| 3M | -10.3% | +8.4% | -18.8% | -9.6% |
| 6M | +1.2% | +7.5% | -6.3% | +1.9% |
| YTD | +123.0% | +15.3% | +107.7% | +124.2% |
| 1Y | +145.4% | +9.7% | +135.7% | +146.9% |
| 3Y | +368.6% | +64.7% | +304.0% | +349.3% |
| All | +486.8% | +56.3% | +430.5% | +464.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling