+398.5%
ASX vs ESI
+84.3%
+314.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.0% | +2.6% | +3.6% |
| 7D | +0.8% | +1.8% | -1.0% | +0.7% |
| 30D | -20.4% | -6.6% | -13.8% | -14.9% |
| 3M | -2.1% | -9.4% | +7.2% | +6.7% |
| 6M | +8.2% | -24.1% | +32.3% | +33.8% |
| YTD | +137.3% | +37.1% | +100.1% | +106.0% |
| 1Y | +155.0% | +24.5% | +130.5% | +134.0% |
| All | +398.5% | +84.3% | +314.2% | +252.5% |
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