+842.6%
ASX vs EW
+236.4%
+606.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.5% | +6.1% | +7.8% |
| 7D | -12.3% | +12.3% | -24.6% | -15.5% |
| 30D | -26.0% | +22.9% | -48.9% | -30.8% |
| 3M | -8.1% | +16.7% | -24.8% | -12.8% |
| 6M | +1.4% | +31.0% | -29.6% | -7.7% |
| YTD | +115.6% | +22.8% | +92.7% | +99.9% |
| 1Y | +128.0% | +25.6% | +102.5% | +109.7% |
| 3Y | +371.4% | +62.0% | +309.4% | +279.8% |
| 5Y | +469.4% | -12.8% | +482.2% | +458.4% |
| 10Y | +842.6% | +239.8% | +602.9% | +570.4% |
| All | +842.6% | +236.4% | +606.3% | +570.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 10y: compounded portfolio wealth divided by compounded EW 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…
10y analysis · Full analysis span regression · 6 months rolling