+139.2%
ASX vs EW
+23.2%
+116.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +3.9% | +3.3% |
| 7D | -9.1% | +9.3% | -18.4% | -10.0% |
| 30D | -23.6% | +22.1% | -45.6% | -25.2% |
| 3M | -5.6% | +13.0% | -18.6% | -6.6% |
| 6M | +4.7% | +30.1% | -25.4% | -0.3% |
| YTD | +122.6% | +22.0% | +100.6% | +113.8% |
| All | +139.2% | +23.2% | +116.0% | +130.1% |
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