+398.5%
ASX vs EAT
+483.7%
-85.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.9% | +3.7% | +6.2% |
| 7D | +0.8% | -8.9% | +9.8% | +2.3% |
| 30D | -20.4% | +3.4% | -23.8% | -20.8% |
| 3M | -2.1% | -9.3% | +7.2% | -1.2% |
| 6M | +8.2% | +43.8% | -35.6% | +1.4% |
| YTD | +137.3% | +39.9% | +97.4% | +122.1% |
| 1Y | +155.0% | +89.7% | +65.3% | +127.5% |
| All | +398.5% | +483.7% | -85.1% | +234.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling