+392.6%
ASX vs EW
+17.9%
+374.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.7% | -0.3% | -0.4% | -0.7% |
| 30D | +2.0% | +1.0% | +0.9% | +1.7% |
| 3M | -1.3% | +2.8% | -4.1% | -2.2% |
| 6M | +71.4% | +5.5% | +65.9% | +68.7% |
| YTD | +135.3% | +5.5% | +129.9% | +131.4% |
| 1Y | +267.5% | +11.0% | +256.4% | +256.6% |
| All | +392.6% | +17.9% | +374.8% | +343.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling