+2,793.8%
ASX vs ED
+1,021.5%
+1,772.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.9% | -21.7% | -21.0% |
| 7D | -33.3% | +5.2% | -38.4% | -34.2% |
| 30D | -36.5% | +15.5% | -52.0% | -39.0% |
| 3M | -19.2% | +13.0% | -32.2% | -22.0% |
| 6M | -10.2% | +13.1% | -23.3% | -13.9% |
| YTD | +86.5% | +25.3% | +61.2% | +72.9% |
| 1Y | +89.6% | +30.5% | +59.1% | +73.4% |
| 3Y | +298.6% | +49.3% | +249.3% | +237.1% |
| 5Y | +414.3% | +84.6% | +329.7% | +296.1% |
| 10Y | +711.1% | +135.4% | +575.6% | +437.9% |
| All | +2,793.8% | +1,021.5% | +1,772.3% | +1,179.2% |
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