+748.4%
ASX vs EW
+236.3%
+512.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.3% | +5.1% | +6.0% |
| 7D | -19.9% | +11.0% | -30.9% | -22.7% |
| 30D | -30.9% | +19.1% | -50.0% | -34.7% |
| 3M | -15.1% | +14.4% | -29.4% | -19.0% |
| 6M | -6.5% | +22.8% | -29.2% | -13.1% |
| YTD | +98.4% | +19.8% | +78.6% | +85.4% |
| 1Y | +107.9% | +23.9% | +84.0% | +91.9% |
| 3Y | +325.3% | +52.2% | +273.1% | +249.9% |
| 5Y | +447.3% | -13.9% | +461.2% | +438.6% |
| All | +748.4% | +236.3% | +512.1% | +518.0% |
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