+887.2%
ASX vs EW
+234.0%
+653.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +3.9% | +3.5% |
| 7D | -9.1% | +9.3% | -18.4% | -11.8% |
| 30D | -23.6% | +22.1% | -45.6% | -28.3% |
| 3M | -5.6% | +13.0% | -18.6% | -9.5% |
| 6M | +4.7% | +30.1% | -25.4% | -4.5% |
| YTD | +122.6% | +22.0% | +100.6% | +106.9% |
| 1Y | +133.0% | +23.7% | +109.3% | +115.3% |
| 3Y | +367.1% | +62.0% | +305.1% | +276.2% |
| 5Y | +504.7% | -12.4% | +517.2% | +492.1% |
| 10Y | +887.2% | +236.1% | +651.2% | +603.8% |
| All | +887.2% | +234.0% | +653.2% | +603.8% |
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