+13,214.3%
WDC vs ASX
+3,515.0%
+9,699.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.6% | +5.8% |
| 7D | +1.7% | -0.7% | +2.5% | +2.0% |
| 30D | -10.0% | +2.0% | -11.9% | -10.7% |
| 3M | -18.8% | -1.3% | -17.4% | -17.7% |
| 6M | +79.0% | +71.4% | +7.6% | +46.2% |
| YTD | +171.6% | +135.3% | +36.2% | +96.3% |
| 1Y | +417.4% | +267.5% | +149.9% | +215.6% |
| 3Y | +1,251.8% | +388.5% | +863.3% | +633.9% |
| 5Y | +911.7% | +417.1% | +494.6% | +429.7% |
| 10Y | +1,399.6% | +872.7% | +526.9% | +499.6% |
| All | +13,214.3% | +3,515.0% | +9,699.3% | +2,057.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling