+392.6%
ASX vs EAT
+611.4%
-218.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | +2.0% | +1.9% | +0.1% | +1.5% |
| 3M | -1.3% | +68.7% | -70.0% | -9.5% |
| 6M | +71.4% | +66.9% | +4.5% | +56.8% |
| YTD | +135.3% | +60.4% | +74.9% | +116.0% |
| 1Y | +267.5% | +44.0% | +223.5% | +244.2% |
| All | +392.6% | +611.4% | -218.8% | +216.3% |
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