+498.2%
ASX vs ED
+82.8%
+415.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.2% | -4.0% |
| 7D | +22.1% | -1.7% | +23.8% | +21.4% |
| 30D | -23.8% | +10.7% | -34.5% | -20.9% |
| 3M | -7.6% | +11.6% | -19.3% | -4.0% |
| 6M | +6.9% | +13.5% | -6.6% | +11.9% |
| YTD | +127.7% | +23.1% | +104.5% | +141.4% |
| 1Y | +144.5% | +23.1% | +121.5% | +159.5% |
| 3Y | +377.8% | +47.9% | +329.9% | +391.6% |
| 5Y | +498.2% | +83.9% | +414.3% | +474.1% |
| All | +498.2% | +82.8% | +415.4% | +474.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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