+432.3%
ASX vs ESTC
-46.4%
+478.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.5% | +4.7% | +1.1% |
| 7D | -0.7% | -8.1% | +7.4% | +0.8% |
| 30D | +2.0% | +31.7% | -29.7% | -4.2% |
| 3M | -1.3% | +41.1% | -42.4% | -8.9% |
| 6M | +71.4% | +77.1% | -5.6% | +49.1% |
| YTD | +135.3% | +21.7% | +113.6% | +120.3% |
| 1Y | +267.5% | +8.4% | +259.1% | +251.0% |
| 3Y | +388.5% | +23.6% | +364.9% | +322.4% |
| All | +432.3% | -46.4% | +478.7% | +403.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling