+367.1%
ASX vs EW
+59.8%
+307.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +3.9% | +3.4% |
| 7D | -9.1% | +9.3% | -18.4% | -10.7% |
| 30D | -23.6% | +22.1% | -45.6% | -26.5% |
| 3M | -5.6% | +13.0% | -18.6% | -7.9% |
| 6M | +4.7% | +30.1% | -25.4% | -1.2% |
| YTD | +122.6% | +22.0% | +100.6% | +112.7% |
| 1Y | +133.0% | +23.7% | +109.3% | +121.8% |
| 3Y | +367.1% | +62.0% | +305.1% | +295.0% |
| All | +367.1% | +59.8% | +307.4% | +295.0% |
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 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