+2,793.8%
ASX vs WEC
+2,589.0%
+204.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.2% | -20.9% | -20.8% |
| 7D | -33.3% | +3.2% | -36.5% | -34.1% |
| 30D | -36.5% | +14.7% | -51.1% | -39.5% |
| 3M | -19.2% | +10.2% | -29.4% | -22.1% |
| 6M | -10.2% | +4.5% | -14.7% | -12.3% |
| YTD | +86.5% | +15.1% | +71.3% | +75.5% |
| 1Y | +89.6% | +9.4% | +80.2% | +81.5% |
| 3Y | +298.6% | +56.9% | +241.7% | +226.1% |
| 5Y | +414.3% | +54.4% | +359.8% | +314.3% |
| 10Y | +711.1% | +183.5% | +527.6% | +355.3% |
| All | +2,793.8% | +2,589.0% | +204.8% | +592.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling