+432.3%
ASX vs WEC
+31.0%
+401.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.2% |
| 7D | -0.7% | -0.3% | -0.5% | -0.7% |
| 30D | +2.0% | -1.3% | +3.3% | +1.9% |
| 3M | -1.3% | -3.9% | +2.6% | -1.7% |
| 6M | +71.4% | -8.3% | +79.7% | +70.6% |
| YTD | +135.3% | +3.1% | +132.3% | +134.5% |
| 1Y | +267.5% | +1.9% | +265.5% | +265.7% |
| 3Y | +388.5% | +41.9% | +346.6% | +373.3% |
| All | +432.3% | +31.0% | +401.3% | +404.2% |
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