+653.4%
WDC vs ASX
+849.3%
-195.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +8.6% | +1.2% | +4.7% |
| 7D | -14.4% | -12.3% | -2.1% | -7.4% |
| 30D | -27.1% | -26.0% | -1.1% | -13.0% |
| 3M | -33.3% | -8.1% | -25.2% | -30.6% |
| 6M | -39.6% | +1.4% | -41.0% | -40.6% |
| YTD | +68.4% | +115.6% | -47.2% | +9.2% |
| 1Y | +78.2% | +128.0% | -49.9% | +12.2% |
| 3Y | +772.0% | +371.4% | +400.6% | +263.7% |
| 5Y | +584.9% | +469.4% | +115.5% | +151.8% |
| 10Y | +653.4% | +842.6% | -189.2% | +95.7% |
| All | +653.4% | +849.3% | -195.9% | +95.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling