+325.3%
ASX vs ESI
+67.9%
+257.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.9% | +4.5% | +5.0% |
| 7D | -19.9% | -8.5% | -11.4% | -13.6% |
| 30D | -30.9% | -15.7% | -15.2% | -20.5% |
| 3M | -15.1% | -18.2% | +3.2% | -0.3% |
| 6M | -6.5% | -28.8% | +22.4% | +21.5% |
| YTD | +98.4% | +26.3% | +72.2% | +82.7% |
| 1Y | +107.9% | +18.2% | +89.6% | +98.5% |
| 3Y | +325.3% | +68.1% | +257.2% | +215.2% |
| All | +325.3% | +67.9% | +257.3% | +215.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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