+445.9%
ASX vs EQT
+197.4%
+248.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.9% | -3.4% |
| 7D | +6.5% | -1.2% | +7.7% | +6.7% |
| 30D | +3.1% | +1.1% | +2.0% | +2.9% |
| 3M | +17.4% | +4.8% | +12.6% | +16.1% |
| 6M | +85.4% | -10.6% | +96.0% | +88.6% |
| YTD | +150.1% | +3.4% | +146.6% | +146.4% |
| 1Y | +256.3% | +8.7% | +247.6% | +246.6% |
| 3Y | +446.9% | +35.0% | +411.9% | +402.3% |
| All | +445.9% | +197.4% | +248.5% | +350.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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