+66.6%
WDC vs ASX
+126.1%
-59.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +8.6% | +1.2% | +3.1% |
| 7D | -14.4% | -12.3% | -2.1% | -5.4% |
| 30D | -27.1% | -26.0% | -1.1% | -8.7% |
| 3M | -33.3% | -8.1% | -25.2% | -31.1% |
| 6M | -39.6% | +1.4% | -41.0% | -43.6% |
| YTD | +68.4% | +115.6% | -47.2% | -31.9% |
| All | +66.6% | +126.1% | -59.5% | -35.3% |
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