+913.4%
ASX vs EAT
+373.3%
+540.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.4% | +9.4% | +6.7% |
| 7D | +6.3% | -4.9% | +11.2% | +7.2% |
| 30D | +6.4% | -1.2% | +7.6% | +6.4% |
| 3M | +13.1% | +52.2% | -39.1% | +4.4% |
| 6M | +90.3% | +65.0% | +25.3% | +72.1% |
| YTD | +149.6% | +55.0% | +94.6% | +127.8% |
| 1Y | +249.2% | +42.1% | +207.1% | +221.1% |
| 3Y | +445.9% | +614.7% | -168.8% | +262.8% |
| 5Y | +477.7% | +322.7% | +155.0% | +304.2% |
| 10Y | +913.4% | +382.0% | +531.3% | +503.8% |
| All | +913.4% | +373.3% | +540.1% | +503.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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