+486.8%
ASX vs ECL
+38.6%
+448.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ECL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.6% | -2.8% |
| 7D | +12.4% | +2.9% | +9.5% | +11.0% |
| 30D | -19.8% | +7.5% | -27.3% | -22.3% |
| 3M | -10.3% | +12.2% | -22.6% | -15.2% |
| 6M | +1.2% | +24.6% | -23.3% | -10.0% |
| YTD | +123.0% | +18.8% | +104.3% | +103.2% |
| 1Y | +145.4% | +19.3% | +126.1% | +122.6% |
| 3Y | +368.6% | +78.2% | +290.4% | +231.5% |
| All | +486.8% | +38.6% | +448.2% | +328.3% |
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