+772.0%
WDC vs ASX
+366.1%
+406.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +8.6% | +1.2% | +3.8% |
| 7D | -14.4% | -12.3% | -2.1% | -6.3% |
| 30D | -27.1% | -26.0% | -1.1% | -10.6% |
| 3M | -33.3% | -8.1% | -25.2% | -30.6% |
| 6M | -39.6% | +1.4% | -41.0% | -41.6% |
| YTD | +68.4% | +115.6% | -47.2% | -1.3% |
| 1Y | +78.2% | +128.0% | -49.9% | +1.0% |
| 3Y | +772.0% | +371.4% | +400.6% | +215.3% |
| All | +772.0% | +366.1% | +406.0% | +215.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling