+529.2%
ASX vs ECL
+39.3%
+489.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ECL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.6% | +6.0% | +6.3% |
| 7D | +0.8% | -2.3% | +3.1% | +2.2% |
| 30D | -20.4% | +8.3% | -28.7% | -23.2% |
| 3M | -2.1% | +8.4% | -10.6% | -5.9% |
| 6M | +8.2% | +23.3% | -15.0% | -3.4% |
| YTD | +137.3% | +18.2% | +119.1% | +116.6% |
| 1Y | +155.0% | +18.8% | +136.2% | +131.8% |
| 3Y | +397.9% | +78.5% | +319.4% | +251.7% |
| 5Y | +529.2% | +40.1% | +489.2% | +360.8% |
| All | +529.2% | +39.3% | +489.9% | +360.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ECL.
Daily Out/Under-Performance
Portfolio return minus ECL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ECL 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 5y: compounded portfolio wealth divided by compounded ECL 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…
5y analysis · Full analysis span regression · 6 months rolling