+368.6%
ASX vs EOG
+43.2%
+325.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.8% | -2.2% |
| 7D | +12.4% | +7.6% | +4.8% | +11.7% |
| 30D | -19.8% | +3.4% | -23.2% | -20.1% |
| 3M | -10.3% | +12.7% | -23.0% | -11.4% |
| 6M | +1.2% | +19.0% | -17.8% | -1.2% |
| YTD | +123.0% | +55.6% | +67.5% | +98.5% |
| 1Y | +145.4% | +49.5% | +95.9% | +121.1% |
| 3Y | +368.6% | +43.2% | +325.5% | +325.6% |
| All | +368.6% | +43.2% | +325.4% | +325.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 3y: compounded portfolio wealth divided by compounded EOG 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…
3y analysis · Full analysis span regression · 6 months rolling