+367.1%
ASX vs ESTC
+19.0%
+348.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.3% | +6.6% | +3.7% |
| 7D | -9.1% | -3.6% | -5.6% | -8.5% |
| 30D | -23.6% | -11.2% | -12.4% | -22.2% |
| 3M | -5.6% | +14.3% | -19.9% | -7.4% |
| 6M | +4.7% | +67.0% | -62.3% | -3.2% |
| YTD | +122.6% | +15.7% | +106.9% | +117.0% |
| 1Y | +133.0% | -6.3% | +139.3% | +135.5% |
| 3Y | +367.1% | +14.5% | +352.6% | +357.4% |
| All | +367.1% | +19.0% | +348.1% | +357.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 ESTC 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