+992.6%
WDC vs ASX
+472.4%
+520.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.1% | -3.9% | -1.9% |
| 7D | +6.0% | +6.3% | -0.3% | +1.6% |
| 30D | +9.9% | +6.4% | +3.5% | +5.3% |
| 3M | -9.4% | +13.1% | -22.5% | -16.7% |
| 6M | +94.7% | +90.3% | +4.4% | +28.5% |
| YTD | +177.4% | +149.6% | +27.7% | +54.7% |
| 1Y | +412.6% | +249.2% | +163.4% | +134.7% |
| 3Y | +1,359.8% | +445.9% | +913.9% | +391.6% |
| 5Y | +992.6% | +477.7% | +514.8% | +216.0% |
| All | +992.6% | +472.4% | +520.1% | +216.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling