+3,552.3%
ASX vs EQT
+806.1%
+2,746.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | -0.7% | +1.1% | -1.8% | -1.0% |
| 30D | +2.0% | +7.7% | -5.7% | +0.2% |
| 3M | -1.3% | +0.2% | -1.5% | -1.6% |
| 6M | +71.4% | -9.5% | +80.9% | +74.5% |
| YTD | +135.3% | +3.8% | +131.5% | +131.0% |
| 1Y | +267.5% | +7.8% | +259.7% | +256.2% |
| 3Y | +388.5% | +30.1% | +358.3% | +343.3% |
| 5Y | +417.1% | +188.6% | +228.5% | +264.7% |
| 10Y | +872.7% | +54.6% | +818.2% | +601.4% |
| All | +3,552.3% | +806.1% | +2,746.2% | +1,273.4% |
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