+417.4%
WDC vs ASX
+272.9%
+144.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.6% | +5.7% |
| 7D | +1.7% | -0.7% | +2.5% | +2.3% |
| 30D | -10.0% | +2.0% | -11.9% | -11.6% |
| 3M | -18.8% | -1.3% | -17.4% | -18.4% |
| 6M | +79.0% | +71.4% | +7.6% | +13.3% |
| YTD | +171.6% | +135.3% | +36.2% | +32.2% |
| 1Y | +417.4% | +267.5% | +149.9% | +108.4% |
| All | +417.4% | +272.9% | +144.5% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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