+145.4%
ASX vs EW
+25.9%
+119.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -2.2% |
| 7D | +12.4% | +4.9% | +7.5% | +11.8% |
| 30D | -19.8% | +23.9% | -43.8% | -21.7% |
| 3M | -10.3% | +15.8% | -26.1% | -11.5% |
| 6M | +1.2% | +31.7% | -30.4% | -3.7% |
| YTD | +123.0% | +25.7% | +97.3% | +113.7% |
| 1Y | +145.4% | +24.4% | +121.0% | +136.0% |
| All | +145.4% | +25.9% | +119.5% | +136.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling