+107.9%
ASX vs EAT
+98.1%
+9.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.9% | +9.3% | +6.8% |
| 7D | -19.9% | -2.6% | -17.3% | -19.5% |
| 30D | -30.9% | +11.5% | -42.4% | -31.5% |
| 3M | -15.1% | -9.1% | -6.0% | -14.4% |
| 6M | -6.5% | +40.4% | -46.9% | -12.0% |
| YTD | +98.4% | +43.9% | +54.5% | +86.1% |
| 1Y | +107.9% | +101.9% | +5.9% | +95.9% |
| All | +107.9% | +98.1% | +9.7% | +95.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling