+155.0%
ASX vs EW
+25.3%
+129.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.9% | +6.4% |
| 7D | +0.8% | +6.5% | -5.7% | +0.2% |
| 30D | -20.4% | +22.5% | -42.9% | -22.1% |
| 3M | -2.1% | +13.0% | -15.1% | -3.1% |
| 6M | +8.2% | +37.1% | -28.9% | +1.8% |
| YTD | +137.3% | +24.1% | +113.2% | +127.5% |
| 1Y | +155.0% | +24.2% | +130.8% | +144.8% |
| All | +155.0% | +25.3% | +129.7% | +144.8% |
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