+3,361.5%
ASX vs EQT
+770.1%
+2,591.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.2% |
| 7D | +12.4% | +6.9% | +5.5% | +10.7% |
| 30D | -19.8% | +0.4% | -20.2% | -19.9% |
| 3M | -10.3% | -2.0% | -8.3% | -10.0% |
| 6M | +1.2% | -5.0% | +6.2% | +2.0% |
| YTD | +123.0% | -0.3% | +123.3% | +120.9% |
| 1Y | +145.4% | -11.3% | +156.7% | +149.7% |
| 3Y | +368.6% | +38.3% | +330.3% | +319.6% |
| 5Y | +486.0% | +166.4% | +319.7% | +324.9% |
| 10Y | +941.0% | +62.2% | +878.8% | +634.6% |
| All | +3,361.5% | +770.1% | +2,591.4% | +1,213.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling