+3,433.5%
ASX vs EQT
+762.6%
+2,670.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.9% |
| 7D | +22.1% | +3.4% | +18.7% | +21.1% |
| 30D | -23.8% | -3.5% | -20.3% | -23.0% |
| 3M | -7.6% | -2.8% | -4.8% | -7.0% |
| 6M | +6.9% | -5.5% | +12.5% | +7.9% |
| YTD | +127.7% | -1.1% | +128.8% | +126.0% |
| 1Y | +144.5% | -12.9% | +157.4% | +149.9% |
| 3Y | +377.8% | +39.5% | +338.3% | +327.0% |
| 5Y | +498.2% | +164.1% | +334.1% | +334.7% |
| 10Y | +962.7% | +60.8% | +901.9% | +651.4% |
| All | +3,433.5% | +762.6% | +2,670.9% | +1,243.7% |
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