+3,552.3%
ASX vs ED
+890.8%
+2,661.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | +0.6% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | +2.0% | -0.1% | +2.1% | +2.0% |
| 3M | -1.3% | +3.9% | -5.3% | -3.0% |
| 6M | +71.4% | -3.0% | +74.5% | +71.4% |
| YTD | +135.3% | +10.7% | +124.6% | +126.1% |
| 1Y | +267.5% | +13.3% | +254.1% | +248.8% |
| 3Y | +388.5% | +34.5% | +354.0% | +324.6% |
| 5Y | +417.1% | +67.1% | +350.0% | +307.8% |
| 10Y | +872.7% | +103.0% | +769.7% | +575.2% |
| All | +3,552.3% | +890.8% | +2,661.5% | +1,572.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling