+107.9%
ASX vs EW
+23.2%
+84.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.3% | +5.1% | +6.3% |
| 7D | -19.9% | +11.0% | -30.9% | -20.9% |
| 30D | -30.9% | +19.1% | -50.0% | -32.1% |
| 3M | -15.1% | +14.4% | -29.4% | -16.3% |
| 6M | -6.5% | +22.8% | -29.2% | -9.4% |
| YTD | +98.4% | +19.8% | +78.6% | +90.9% |
| 1Y | +107.9% | +23.9% | +84.0% | +99.8% |
| All | +107.9% | +23.2% | +84.6% | +99.8% |
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 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